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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return