CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.66M	Buy
2025 Q2	$1.63M	Buy
2025 Q1	$763K	Buy
2024 Q4	$340K	Buy
2024 Q3	$285K	Buy
2024 Q2	$250K	Buy
2024 Q1	$213K	Sell
2023 Q4	$276K	Buy