Klaas Financial Asset Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-12,044	Closed	-$298K	–	94
2021 Q3	$298K	Sell	12,044 -68	-0.6%	-$1.68K	0.07%	43
2021 Q2	$300K	Sell	12,112 -5,571	-32%	-$138K	0.08%	39
2021 Q1	$439K	Sell	17,683 -443	-2%	-$11K	0.12%	31
2020 Q4	$452K	Buy	+18,126	New	+$453K	0.13%	31

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Klaas Financial Asset Advisors's IBDM Position: Q4 2021 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 12,044 shares — an estimated $298K sold.

Klaas Financial Asset Advisors first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $452K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Klaas Financial Asset Advisors sold 12,044 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $298K.
Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Klaas Financial Asset Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $452K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.