Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 106,354 shares of IBDU stock, worth $2.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

106,354

Previous 89,988 18.19%

Holding current value

$2.5 Million

Previous $2.1 Million 18.91%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$23.13 - $23.54 $378,545 - $385,255	16,366 Added 18.19%	106,354 $2.5 Million
Q2 2025 Jul 18, 2025	BUY	$22.7 - $23.33 $192,518 - $197,861	8,481 Added 10.41%	89,988 $2.1 Million
Q1 2025 Apr 16, 2025	BUY	$22.61 - $23.14 $137,333 - $140,552	6,074 Added 8.05%	81,507 $1.89 Million
Q4 2024 Jan 14, 2025	BUY	$22.71 - $23.47 $1.71 Million - $1.77 Million	75,433 New	75,433 $1.72 Million
Q2 2024 Jul 11, 2024	BUY	$22.29 - $22.77 $37,246 - $38,048	1,671 Added 6.09%	29,115 $660,000
Q1 2024 May 02, 2024	BUY	$22.61 - $23.1 $288,594 - $294,848	12,764 Added 86.95%	27,444 $626,000
Q4 2023 Jan 16, 2024	BUY	$21.44 - $23.11 $314,739 - $339,254	14,680 New	14,680 $338,000
Q4 2021 Jan 26, 2022	SELL	$26.12 - $26.7 $469,428 - $479,852	-17,972 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$26.61 - $27.16 $478,234 - $488,119	17,972 New	17,972 $478,000
Q3 2021 Oct 14, 2021	SELL	$26.61 - $27.16 $536,510 - $547,599	-20,162 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$26.09 - $26.82 $4,931 - $5,068	189 Added 0.95%	20,162 $541,000
Q4 2020 Jan 14, 2021	BUY	$26.88 - $27.5 $20,670 - $21,147	769 Added 4.0%	19,973 $549,000
Q3 2020 Oct 13, 2020	BUY	$26.78 - $27.52 $514,283 - $528,494	19,204 New	19,204 $519,000

Others Institutions Holding IBDU

# of Institutions

331

Shares Held

98.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History