CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.15M	Sell	237,720 -5,290	-2%	-$115K	0.07%	102
2026 Q1	$5.31M	Buy	243,010 +66,303	+38%	+$1.45M	0.08%	91
2025 Q4	$3.88M	Buy	176,707 +13,882	+9%	+$305K	0.06%	97
2025 Q3	$3.57M	Sell	162,825 -3,228	-2%	-$70.6K	0.06%	97
2025 Q2	$3.64M	Buy	166,053 +39,190	+31%	+$852K	0.06%	98
2025 Q1	$2.76M	Buy	126,863 +66,253	+109%	+$1.42M	0.05%	103
2024 Q4	$1.29M	Buy	60,610 +38,611	+176%	+$832K	0.03%	134
2024 Q3	$486K	Buy	21,999 +8,805	+67%	+$192K	0.01%	168
2024 Q2	$282K	Buy	13,194 +1,762	+15%	+$37.4K	0.01%	177
2024 Q1	$246K	Sell	11,432 -1,446	-11%	-$31.2K	0.01%	177
2023 Q4	$280K	Buy	+12,878	New	+$272K	0.01%	180

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.2% in Q2 2026, selling an estimated $115K and leaving 237,720 shares worth $5.15M. The position accounts for 0.07% of the portfolio, ranked #102.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.31M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 237,720 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.15M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 5,290 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $115K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #102 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $5.31M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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