KFAA
IBHD

Klaas Financial Asset Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Klaas Financial Asset Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,353
Closed -$358K – 50
2024
Q3 		$358K Sell
15,353
-4,999
-25% -$116K 0.06% 43
2024
Q2 		$473K Buy
20,352
+3,149
+18% +$73.1K 0.09% 43
2024
Q1 		$401K Sell
17,203
-861
-5% -$20K 0.08% 42
2023
Q4 		$419K Buy
18,064
+1,541
+9% +$35.6K 0.09% 42
2023
Q3 		$383K Buy
16,523
+2,510
+18% +$58K 0.09% 42
2023
Q2 		$323K Buy
14,013
+2,716
+24% +$62.4K 0.07% 43
2023
Q1 		$261K Buy
+11,297
New +$260K 0.06% 42
2022
Q4 		– Sell
-18,437
Closed -$411K – 82
2022
Q3 		$411K Sell
18,437
-43
-0.2% -$975 0.1% 41
2022
Q2 		$411K Sell
18,480
-969
-5% -$22.3K 0.1% 42
2022
Q1 		$462K Sell
19,449
-2,654
-12% -$63.6K 0.11% 39
2021
Q4 		$541K Buy
22,103
+5,098
+30% +$125K 0.12% 38
2021
Q3 		$421K Buy
17,005
+3,605
+27% +$89.2K 0.1% 38
2021
Q2 		$333K Buy
+13,400
New +$331K 0.08% 37

Other funds holding IBHD

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Klaas Financial Asset Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 15,353 shares — an estimated $358K sold.

Klaas Financial Asset Advisors first reported a position in IBHD in Q2 2021 and held it in 13 quarters. The position peaked at $541K in Q4 2021. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Klaas Financial Asset Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 15,353 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $358K.
  • Klaas Financial Asset Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q2 2021 and held it in 13 quarters.
  • Klaas Financial Asset Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $541K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

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