CCWA
IBMS

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.92M Buy
151,422
+10,690
+8% +$277K 0.05% 113
2026
Q1 		$3.64M Buy
140,732
+36,633
+35% +$959K 0.05% 110
2025
Q4 		$2.71M Buy
104,099
+4,003
+4% +$104K 0.04% 115
2025
Q3 		$2.61M Buy
100,096
+51,128
+104% +$1.32M 0.04% 115
2025
Q2 		$1.26M Buy
48,968
+4,750
+11% +$120K 0.02% 151
2025
Q1 		$1.12M Buy
44,218
+6,155
+16% +$157K 0.02% 148
2024
Q4 		$965K Buy
38,063
+18,240
+92% +$466K 0.02% 146
2024
Q3 		$513K Buy
+19,823
New +$507K 0.01% 165

Other funds holding IBMS

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 7.6% in Q2 2026, buying an estimated $277K and bringing the position to 151,422 shares worth $3.92M. The position accounts for 0.05% of the portfolio, ranked #113.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMS in Q3 2024 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 151,422 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $3.92M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 10,690 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $277K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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