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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.78M Sell
61,124
-16,898
-22% -$1.6M 0.08% 95
2026
Q1 		$7.45M Sell
78,022
-21,520
-22% -$2.07M 0.11% 76
2025
Q4 		$9.57M Sell
99,542
-22,564
-18% -$2.18M 0.14% 64
2025
Q3 		$11.8M Sell
122,106
-12,168
-9% -$1.16M 0.19% 58
2025
Q2 		$12.9M Sell
134,274
-22,717
-14% -$2.15M 0.22% 57
2025
Q1 		$15M Buy
156,991
+144,568
+1,164% +$13.5M 0.28% 51
2024
Q4 		$1.15M Sell
12,423
-4,566
-27% -$431K 0.02% 141
2024
Q3 		$1.67M Sell
16,989
-6,790
-29% -$656K 0.04% 125
2024
Q2 		$2.23M Sell
23,779
-29
-0.1% -$2.69K 0.05% 101
2024
Q1 		$2.25M Sell
23,808
-107
-0.4% -$10.1K 0.05% 96
2023
Q4 		$2.31M Sell
23,915
-818
-3% -$75.7K 0.06% 95
2023
Q3 		$2.27M Sell
24,733
-506
-2% -$47.7K 0.06% 88
2023
Q2 		$2.44M Buy
25,239
+15,204
+152% +$1.49M 0.07% 87
2023
Q1 		$995K Sell
10,035
-2,277
-18% -$223K 0.03% 131
2022
Q4 		$1.18M Buy
+12,312
New +$1.18M 0.04% 124
2022
Q3 		– Sell
-18,547
Closed -$1.9M – 115
2022
Q2 		$1.9M Sell
18,547
-799
-4% -$82K 0.08% 103
2022
Q1 		$2.08M Buy
19,346
+6,474
+50% +$718K 0.07% 104
2021
Q4 		$1.48M Buy
12,872
+7,061
+122% +$812K 0.05% 110
2021
Q3 		$670K Sell
5,811
-521
-8% -$60.9K 0.03% 187
2021
Q2 		$731K Buy
+6,332
New +$725K 0.03% 183
2019
Q4 		$1.93M Buy
+17,537
New +$1.96M 0.15% 76
2018
Q3 		– Sell
-42,562
Closed -$4.36M – 127
2018
Q2 		$4.36M Sell
42,562
-1,863
-4% -$190K 0.43% 41
2018
Q1 		$4.58M Buy
44,425
+2,388
+6% +$246K 0.46% 39
2017
Q4 		$4.44M Buy
42,037
+1,239
+3% +$131K 0.46% 41
2017
Q3 		$4.35M Sell
40,798
-663
-2% -$71K 0.46% 37
2017
Q2 		$4.42M Sell
41,461
-1,930
-4% -$206K 0.49% 37
2017
Q1 		$4.58M Buy
+43,391
New +$4.56M 0.51% 37

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q2 2026, selling an estimated $1.6M and leaving 61,124 shares worth $5.78M. The position accounts for 0.08% of the portfolio, ranked #95.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IEF in Q1 2017 and has held it in 27 quarters since. The position peaked at $15M in Q1 2025. 477 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 61,124 shares of iShares 7-10 Year Treasury Bond ETF worth $5.78M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 16,898 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.6M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 27 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $15M in Q1 2025.
  • 477 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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