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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.31M	Buy
2025 Q4	$2.93M	Buy
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