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
2026 Q2	$21.9M	Buy	980,870 +39,115	+4%	+$875K	0.29%	46
2026 Q1	$21.1M	Buy	941,755 +250,932	+36%	+$5.64M	0.31%	45
2025 Q4	$15.5M	Buy	690,823 +72,998	+12%	+$1.64M	0.23%	50
2025 Q3	$13.9M	Buy	617,825 +171,130	+38%	+$3.84M	0.22%	54
2025 Q2	$10M	Buy	446,695 +73,428	+20%	+$1.65M	0.17%	62
2025 Q1	$8.37M	Buy	373,267 +109,737	+42%	+$2.44M	0.16%	65
2024 Q4	$5.85M	Buy	263,530 +159,323	+153%	+$3.55M	0.11%	66
2024 Q3	$2.36M	Buy	104,207 +17,192	+20%	+$386K	0.05%	105
2024 Q2	$1.92M	Buy	87,015 +19,732	+29%	+$434K	0.04%	108
2024 Q1	$1.49M	Buy	67,283 +18,066	+37%	+$402K	0.03%	117
2023 Q4	$1.1M	Buy	+49,217	New	+$1.08M	0.03%	131

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 4.2% in Q2 2026, buying an estimated $875K and bringing the position to 980,870 shares worth $21.9M. The position accounts for 0.29% of the portfolio, ranked #46.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 980,870 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $21.9M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 39,115 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $875K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.29% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #46 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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