Klaas Financial Asset Advisors’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Klaas Financial Asset Advisors’s Portfolio IBCE Stock Details IBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-35,841	Closed	-$870K	–	46
2022 Q4	$870K	Sell	35,841 -34,952	-49%	-$847K	0.22%	33
2022 Q3	$1.72M	Hold	70,793	–	–	0.44%	24
2022 Q2	$1.72M	Hold	70,793	–	–	0.43%	23
2022 Q1	$1.72M	Sell	70,793 -11,660	-14%	-$285K	0.4%	23
2021 Q4	$2.02M	Buy	82,453 +23,840	+41%	+$587K	0.46%	22
2021 Q3	$1.45M	Buy	58,613 +289	+0.5%	+$7.15K	0.35%	24
2021 Q2	$1.45M	Buy	+58,324	New	+$1.45M	0.36%	25

Klaas Financial Asset Advisors's IBCE Position: Q1 2023 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q1 2023, closing a stake of 35,841 shares — an estimated $870K sold.

Klaas Financial Asset Advisors first reported a position in IBCE in Q2 2021 and held it in 7 quarters. The position peaked at $2.02M in Q4 2021. 0 funds tracked by Wall St. Rank hold IBCE as of Q1 2023.

Klaas Financial Asset Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q1 2023 after selling out during the quarter.
Klaas Financial Asset Advisors sold 35,841 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q1 2023, an estimated $870K.
Klaas Financial Asset Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q2 2021 and held it in 7 quarters.
Klaas Financial Asset Advisors's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $2.02M in Q4 2021.
0 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q1 2023.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.