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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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