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
2025 Q3	$530K	Hold
2025 Q2	$527K	Sell
2025 Q1	$1.56M	Buy
2024 Q4	$617K	Buy
2024 Q3	–	Sell
2024 Q2	$449K	Buy
2024 Q1	$383K	Sell
2023 Q4	$478K	Buy