Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
Stock Holding History
CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio
IBTH Stock Details
IBTH Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$21.1M
Buy
2025
Q4
$15.5M
Buy
2025
Q3
$13.9M
Buy
2025
Q2
$10M
Buy
2025
Q1
$8.37M
Buy
2024
Q4
$5.85M
Buy
2024
Q3
$2.36M
Buy
2024
Q2
$1.92M
Buy
2024
Q1
$1.49M
Buy
2023
Q4
$1.1M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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