KFAA
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Klaas Financial Asset Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Klaas Financial Asset Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Buy
85,697
+1,104
+1% +$26.7K 0.26% 26
2026
Q1 		$2.05M Buy
84,593
+2,190
+3% +$53.1K 0.28% 26
2025
Q4 		$2M Buy
82,403
+8,047
+11% +$195K 0.29% 29
2025
Q3 		$1.81M Sell
74,356
-6,099
-8% -$148K 0.27% 31
2025
Q2 		$1.95M Sell
80,455
-5,191
-6% -$125K 0.31% 30
2025
Q1 		$2.07M Buy
85,646
+37,036
+76% +$894K 0.36% 28
2024
Q4 		$1.17M Buy
48,610
+35,813
+280% +$863K 0.21% 33
2024
Q3 		$311K Hold
12,797
– – 0.05% 45
2024
Q2 		$305K Buy
12,797
+1,240
+11% +$29.4K 0.06% 46
2024
Q1 		$276K Buy
11,557
+1,524
+15% +$36.3K 0.06% 45
2023
Q4 		$240K Buy
+10,033
New +$236K 0.05% 46
2022
Q4 		– Sell
-2,789
Closed -$64K – 55
2022
Q3 		$64K Hold
2,789
– – 0.02% 51
2022
Q2 		$66K Hold
2,789
– – 0.02% 50
2022
Q1 		$69K Buy
2,789
+521
+23% +$13.2K 0.02% 48
2021
Q4 		$59K Hold
2,268
– – 0.01% 50
2021
Q3 		$60K Hold
2,268
– – 0.01% 49
2021
Q2 		$60K Buy
2,268
+941
+71% +$25K 0.02% 49
2021
Q1 		$35K Buy
+1,327
New +$35.5K 0.01% 49

Other funds holding IBDR

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM