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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Hold
10,073
– – ﹤0.01% 251
2026
Q1 		$231K Sell
10,073
-146
-1% -$3.37K ﹤0.01% 222
2025
Q4 		$236K Hold
10,219
– – ﹤0.01% 207
2025
Q3 		$236K Hold
10,219
– – ﹤0.01% 199
2025
Q2 		$235K Sell
10,219
-4
-0% -$91 ﹤0.01% 201
2025
Q1 		$234K Hold
10,223
– – ﹤0.01% 191
2024
Q4 		$227K Buy
+10,223
New +$232K ﹤0.01% 189

Other funds holding IBTM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 10,073 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q3 2025. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,073 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $229K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #251 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $236K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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