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
2026 Q2	$4.59M	Buy	234,846 +16,450	+8%	+$322K	0.06%	108
2026 Q1	$4.31M	Buy	218,396 +70,817	+48%	+$1.4M	0.06%	103
2025 Q4	$2.93M	Buy	147,579 +13,886	+10%	+$276K	0.04%	110
2025 Q3	$2.66M	Buy	133,693 +51,513	+63%	+$1.02M	0.04%	114
2025 Q2	$1.63M	Buy	82,180 +43,369	+112%	+$851K	0.03%	139
2025 Q1	$763K	Buy	38,811 +21,106	+119%	+$409K	0.01%	162
2024 Q4	$340K	Buy	17,705 +3,501	+25%	+$68.1K	0.01%	180
2024 Q3	$285K	Buy	14,204 +1,243	+10%	+$24.6K	0.01%	181
2024 Q2	$250K	Buy	12,961 +1,977	+18%	+$37.8K	0.01%	179
2024 Q1	$213K	Sell	10,984 -3,036	-22%	-$59.1K	﹤0.01%	179
2023 Q4	$276K	Buy	+14,020	New	+$267K	0.01%	182

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 7.5% in Q2 2026, buying an estimated $322K and bringing the position to 234,846 shares worth $4.59M. The position accounts for 0.06% of the portfolio, ranked #108.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTK in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 234,846 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $4.59M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 16,450 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $322K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.06% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #108 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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