CCWA
IBTP

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,800
Closed -$487K – 220
2025
Q3 		$487K Hold
18,800
– – 0.01% 185
2025
Q2 		$483K Buy
18,800
+4,925
+35% +$125K 0.01% 185
2025
Q1 		$356K Buy
+13,875
New +$349K 0.01% 179

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBTP Position: Q4 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q4 2025, closing a stake of 18,800 shares — an estimated $487K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTP in Q1 2025 and held it in 3 quarters. The position peaked at $487K in Q3 2025. 53 funds tracked by Wall St. Rank hold IBTP as of Q4 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 18,800 iShares iBonds Dec 2034 Term Treasury ETF shares in Q4 2025, an estimated $487K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $487K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q4 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.