CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$229K	Hold	11,327	–	–	﹤0.01%	250
2026 Q1	$231K	Sell	11,327 -162	-1%	-$3.32K	﹤0.01%	221
2025 Q4	$236K	Hold	11,489	–	–	﹤0.01%	206
2025 Q3	$236K	Hold	11,489	–	–	﹤0.01%	200
2025 Q2	$236K	Sell	11,489 -9	-0.1%	-$182	﹤0.01%	200
2025 Q1	$234K	Hold	11,498	–	–	﹤0.01%	192
2024 Q4	$228K	Buy	+11,498	New	+$231K	﹤0.01%	188
2024 Q1	–	Sell	-10,694	Closed	-$220K	–	183
2023 Q4	$220K	Buy	+10,694	New	+$211K	0.01%	184

Other funds holding IBTL

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

TPWA

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 11,327 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTL in Q4 2023 and has held it in 8 quarters since. The position peaked at $236K in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 11,327 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $229K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #250 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $236K in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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