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 Q2	$10.3M	Buy	467,062 +79,241	+20%	+$1.76M	0.14%	65
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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 20% in Q2 2026, buying an estimated $1.76M and bringing the position to 467,062 shares worth $10.3M. The position accounts for 0.14% of the portfolio, ranked #65.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 467,062 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $10.3M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 79,241 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.76M.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.14% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #65 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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