CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.4M	Sell	1,020,698 -119,758	-11%	-$2.74M	0.31%	42
2026 Q1	$26.1M	Buy	1,140,456 +81,236	+8%	+$1.86M	0.38%	39
2025 Q4	$24.2M	Buy	1,059,220 +38,222	+4%	+$875K	0.37%	39
2025 Q3	$23.4M	Buy	1,020,998 +273,856	+37%	+$6.27M	0.37%	40
2025 Q2	$17.1M	Buy	747,142 +77,028	+11%	+$1.76M	0.29%	50
2025 Q1	$15.4M	Buy	670,114 +142,149	+27%	+$3.25M	0.29%	50
2024 Q4	$12M	Buy	527,965 +189,957	+56%	+$4.34M	0.23%	51
2024 Q3	$7.8M	Buy	338,008 +23,268	+7%	+$532K	0.18%	61
2024 Q2	$7.13M	Buy	314,740 +73,552	+30%	+$1.66M	0.15%	60
2024 Q1	$5.48M	Buy	241,188 +19,615	+9%	+$446K	0.12%	60
2023 Q4	$5.06M	Buy	221,573 +189,385	+588%	+$4.27M	0.13%	66
2023 Q3	$723K	Buy	32,188 +11,956	+59%	+$270K	0.02%	140
2023 Q2	$458K	Hold	20,232	–	–	0.01%	162
2023 Q1	$467K	Hold	20,232	–	–	0.01%	167
2022 Q4	$460K	Buy	+20,232	New	+$459K	0.02%	171
2022 Q3	–	Sell	-12,888	Closed	-$304K	–	113
2022 Q2	$304K	Buy	+12,888	New	+$304K	0.01%	175

Other funds holding IBTG

HPC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 11% in Q2 2026, selling an estimated $2.74M and leaving 1,020,698 shares worth $23.4M. The position accounts for 0.31% of the portfolio, ranked #42.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTG in Q2 2022 and has held it in 16 quarters since. The position peaked at $26.1M in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 1,020,698 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $23.4M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 119,758 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $2.74M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.31% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #42 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and has held it in 16 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $26.1M in Q1 2026.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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