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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Hold
18,074
– – 0.01% 237
2026
Q1 		$441K Sell
18,074
-2,222
-11% -$54.6K 0.01% 210
2025
Q4 		$498K Sell
20,296
-1,204
-6% -$29.8K 0.01% 192
2025
Q3 		$530K Hold
21,500
– – 0.01% 183
2025
Q2 		$527K Sell
21,500
-40,723
-65% -$985K 0.01% 183
2025
Q1 		$1.56M Buy
62,223
+36,116
+138% +$864K 0.03% 136
2024
Q4 		$617K Buy
+26,107
New +$631K 0.01% 163
2024
Q3 		– Sell
-18,700
Closed -$449K – 189
2024
Q2 		$449K Buy
18,700
+2,926
+19% +$69.7K 0.01% 166
2024
Q1 		$383K Sell
15,774
-3,473
-18% -$84.6K 0.01% 170
2023
Q4 		$478K Buy
+19,247
New +$458K 0.01% 167

Other funds holding IBTO

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q2 2026 at 18,074 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #237.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.56M in Q1 2025. 33 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 18,074 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $436K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.56M in Q1 2025.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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