CCWA
IBMT

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
40,081
-2,321
-5% -$59.7K 0.01% 193
2026
Q1 		$1.09M Buy
42,402
+9,985
+31% +$261K 0.02% 173
2025
Q4 		$841K Buy
32,417
+3,168
+11% +$82.1K 0.01% 169
2025
Q3 		$757K Buy
+29,249
New +$749K 0.01% 172

Other funds holding IBMT

PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 5.5% in Q2 2026, selling an estimated $59.7K and leaving 40,081 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #193.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 34 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 40,081 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $1.03M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,321 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $59.7K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $1.09M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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