KFAA
IBDP

Klaas Financial Asset Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Klaas Financial Asset Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-49,326
Closed -$1.24M – 51
2024
Q3 		$1.24M Sell
49,326
-12,259
-20% -$308K 0.22% 31
2024
Q2 		$1.55M Buy
61,585
+7,116
+13% +$178K 0.28% 30
2024
Q1 		$1.36M Sell
54,469
-1,281
-2% -$32K 0.27% 31
2023
Q4 		$1.39M Buy
55,750
+6,624
+13% +$164K 0.29% 30
2023
Q3 		$1.21M Buy
49,126
+4,835
+11% +$119K 0.28% 34
2023
Q2 		$1.09M Buy
44,291
+31,855
+256% +$783K 0.24% 34
2023
Q1 		$306K Buy
12,436
+1,590
+15% +$39K 0.07% 40
2022
Q4 		$265K Buy
10,846
+653
+6% +$15.9K 0.07% 41
2022
Q3 		$248K Sell
10,193
-4,859
-32% -$120K 0.06% 44
2022
Q2 		$373K Sell
15,052
-2,864
-16% -$71.2K 0.09% 43
2022
Q1 		$450K Sell
17,916
-3,410
-16% -$86.9K 0.1% 41
2021
Q4 		$553K Buy
21,326
+2,727
+15% +$71K 0.12% 36
2021
Q3 		$489K Sell
18,599
-11,288
-38% -$297K 0.12% 36
2021
Q2 		$788K Buy
29,887
+19,518
+188% +$515K 0.2% 32
2021
Q1 		$274K Buy
10,369
+7,197
+227% +$191K 0.08% 35
2020
Q4 		$84K Buy
+3,172
New +$83.9K 0.02% 36

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Klaas Financial Asset Advisors's IBDP Position: Q4 2024 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 49,326 shares — an estimated $1.24M sold.

Klaas Financial Asset Advisors first reported a position in IBDP in Q4 2020 and held it in 16 quarters. The position peaked at $1.55M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 49,326 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.24M.
  • Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 16 quarters.
  • Klaas Financial Asset Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.55M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.