KFAA
IBDM
Klaas Financial Asset Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,044
| Closed | -$298K | – | 104 |
|
|
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 | +$452K | 0.13% | 31 |
|