CCWA
IBTE

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,198,830
Closed -$28.8M – 194
2024
Q3 		$28.8M Sell
1,198,830
-79,015
-6% -$1.89M 0.66% 33
2024
Q2 		$30.6M Buy
1,277,845
+83,530
+7% +$2M 0.66% 33
2024
Q1 		$28.6M Buy
1,194,315
+32,208
+3% +$770K 0.65% 32
2023
Q4 		$27.7M Buy
1,162,107
+266,474
+30% +$6.35M 0.69% 31
2023
Q3 		$21.4M Buy
895,633
+91,944
+11% +$2.19M 0.6% 35
2023
Q2 		$19.1M Buy
803,689
+90,035
+13% +$2.15M 0.54% 38
2023
Q1 		$17.1M Buy
713,654
+156,878
+28% +$3.75M 0.51% 40
2022
Q4 		$13.3M Buy
556,776
+336,154
+152% +$8.02M 0.49% 42
2022
Q3 		$5.28M Buy
220,622
+64,777
+42% +$1.57M 0.65% 25
2022
Q2 		$3.81M Buy
+155,845
New +$3.82M 0.16% 61

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBTE Position: Q4 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,198,830 shares — an estimated $28.8M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $30.6M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,198,830 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $28.8M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $30.6M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.