CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.64M	Buy	387,821 +77,602	+25%	+$1.73M	0.13%	69
2025 Q4	$6.94M	Buy	310,219 +31,023	+11%	+$695K	0.1%	73
2025 Q3	$6.25M	Buy	279,196 +73,423	+36%	+$1.64M	0.1%	76
2025 Q2	$4.6M	Buy	205,773 +29,258	+17%	+$650K	0.08%	90
2025 Q1	$3.93M	Buy	176,515 +68,446	+63%	+$1.51M	0.07%	90
2024 Q4	$2.37M	Buy	108,069 +16,980	+19%	+$374K	0.05%	107
2024 Q3	$2.05M	Buy	91,089 +14,203	+18%	+$316K	0.05%	113
2024 Q2	$1.68M	Buy	76,886 +19,459	+34%	+$422K	0.04%	121
2024 Q1	$1.26M	Buy	57,427 +19,134	+50%	+$421K	0.03%	121
2023 Q4	$851K	Buy	+38,293	New	+$831K	0.02%	147

Other funds holding IBTI

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return