Klaas Financial Asset Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Sell |
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2025
Q1 | $2.07M | Buy |
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2024
Q4 | $1.17M | Buy |
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2024
Q3 | $311K | Hold |
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2024
Q2 | $305K | Buy |
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2024
Q1 | $276K | Buy |
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2023
Q4 | $240K | Buy |
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2022
Q4 | – | Sell |
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2022
Q3 | $64K | Hold |
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2022
Q2 | $66K | Hold |
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2022
Q1 | $69K | Buy |
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2021
Q4 | $59K | Hold |
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2021
Q3 | $60K | Hold |
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2021
Q2 | $60K | Buy |
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2021
Q1 | $35K | Buy |
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