CliftonLarsonAllen Wealth Advisors »

Ishares Ibonds Dec 2028 Term T shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $851k 38k 22.22

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Ishares Ibonds Dec 2028 Term T

Wells Fargo & Company
Branch Banking & Trust Company
Atwood & Palmer
Raymond James Financial Services Advisors
Horizon Advisory Services
Stratos Wealth Partners
Commonwealth Equity Services
AE Wealth Management
Pineridge Advisors
InterOcean Capital Group
Journey Advisory Group
Trust
Royal Bank of Canada
Legacy Private Trust
Scissortail Wealth Management

View all funds holding Ishares Ibonds Dec 2028 Term T