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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
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return