CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,061,348	Closed	-$24.8M	–	204
2025 Q2	$24.8M	Buy	1,061,348 +10,080	+1%	+$235K	0.42%	39
2025 Q1	$24.6M	Buy	1,051,268 +20,002	+2%	+$467K	0.46%	39
2024 Q4	$24M	Buy	1,031,266 +98,357	+11%	+$2.29M	0.47%	35
2024 Q3	$21.8M	Buy	932,909 +38,076	+4%	+$887K	0.5%	38
2024 Q2	$20.8M	Buy	894,833 +83,975	+10%	+$1.95M	0.45%	38
2024 Q1	$18.8M	Buy	810,858 +112,431	+16%	+$2.61M	0.43%	39
2023 Q4	$16.3M	Buy	698,427 +448,953	+180%	+$10.4M	0.4%	41
2023 Q3	$5.76M	Buy	249,474 +56,916	+30%	+$1.31M	0.16%	58
2023 Q2	$4.45M	Buy	192,558 +18,628	+11%	+$436K	0.12%	63
2023 Q1	$4.09M	Buy	173,930 +38,321	+28%	+$895K	0.12%	66
2022 Q4	$3.16M	Buy	135,609 +106,449	+365%	+$2.48M	0.12%	78
2022 Q3	$679K	Buy	29,160 +9,558	+49%	+$227K	0.08%	66
2022 Q2	$470K	Buy	+19,602	New	+$471K	0.02%	161

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBTF Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 1,061,348 shares — an estimated $24.8M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTF in Q2 2022 and held it in 13 quarters. The position peaked at $24.8M in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 1,061,348 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $24.8M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 13 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $24.8M in Q2 2025.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.