CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.36M	Buy	250,503 +29,749	+13%	+$754K	0.08%	88
2026 Q1	$5.6M	Buy	220,754 +67,127	+44%	+$1.72M	0.08%	90
2025 Q4	$3.91M	Buy	153,627 +20,239	+15%	+$514K	0.06%	96
2025 Q3	$3.41M	Buy	133,388 +7,611	+6%	+$194K	0.05%	100
2025 Q2	$3.17M	Buy	125,777 +41,958	+50%	+$1.05M	0.05%	102
2025 Q1	$2.1M	Buy	83,819 +12,809	+18%	+$321K	0.04%	123
2024 Q4	$1.77M	Buy	+71,010	New	+$1.79M	0.03%	121
2024 Q3	–	Sell	-19,287	Closed	-$479K	–	188
2024 Q2	$479K	Sell	19,287 -759	-4%	-$18.9K	0.01%	163
2024 Q1	$506K	Buy	+20,046	New	+$509K	0.01%	164

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMR Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 13% in Q2 2026, buying an estimated $754K and bringing the position to 250,503 shares worth $6.36M. The position accounts for 0.08% of the portfolio, ranked #88.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMR in Q1 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 250,503 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $6.36M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 29,749 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $754K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #88 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.