A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 205,773 shares of IBTI stock, worth $4.58 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
205,773
Previous 176,515 16.58%
Holding current value
$4.58 Million
Previous $3.93 Million 17.22%
% of portfolio
0.08%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

BUY
$22.09 - $22.44 $646,309 - $656,549
29,258 Added 16.58%
205,773 $4.6 Million
Q1 2025

Apr 16, 2025

BUY
$21.77 - $22.25 $1.49 Million - $1.52 Million
68,446 Added 63.34%
176,515 $3.93 Million
Q4 2024

Jan 14, 2025

BUY
$21.81 - $22.48 $370,333 - $381,710
16,980 Added 18.64%
108,069 $2.37 Million
Q3 2024

Oct 11, 2024

BUY
$21.7 - $22.6 $308,205 - $320,987
14,203 Added 18.47%
91,089 $2.05 Million
Q2 2024

Jul 11, 2024

BUY
$21.51 - $21.88 $418,563 - $425,762
19,459 Added 33.88%
76,886 $1.68 Million
Q1 2024

May 02, 2024

BUY
$21.79 - $22.29 $416,929 - $426,496
19,134 Added 49.97%
57,427 $1.26 Million
Q4 2023

Jan 16, 2024

BUY
$21.24 - $22.25 $813,343 - $852,019
38,293 New
38,293 $850,000

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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