KFAA
IBCE
Klaas Financial Asset Advisors’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,841
| Closed | -$870K | – | 46 |
|
|
2022
Q4 | $870K | Sell |
35,841
-34,952
| -49% | -$848K | 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% | -$284K | 0.4% | 23 |
|
|
2021
Q4 | $2.02M | Buy |
82,453
+23,840
| +41% | +$585K | 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 |
|