CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in IBTO — iShares iBonds Dec 2033 Term Treasury ETF
CIK 944361
MINNEAPOLIS, MN
All Filings in IBTO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTO | $440,824 | 18,074 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 IBTO | $498,368 | 20,296 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 IBTO | $529,975 | 21,500 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 IBTO | $526,965 | 21,500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 IBTO | $1,518,240 | 62,223 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 IBTO | $616,908 | 26,107 | Shares | Sole | 2025-01-14 | |
| 2024-06-30 IBTO | $448,781 | 18,700 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 IBTO | $383,150 | 15,774 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 IBTO | $478,095 | 19,247 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||