KFAA
Klaas Financial Asset Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
30,082
-2,245
| -7% | -$52.2K | 0.11% | 41 |
|
|
2025
Q1 | $751K | Buy |
32,327
+16,473
| +104% | +$383K | 0.13% | 41 |
|
|
2024
Q4 | $368K | Buy |
15,854
+2,408
| +18% | +$55.9K | 0.06% | 42 |
|
|
2024
Q3 | $313K | Sell |
13,446
-4,274
| -24% | -$99.6K | 0.05% | 44 |
|
|
2024
Q2 | $412K | Buy |
17,720
+2,730
| +18% | +$63.5K | 0.08% | 44 |
|
|
2024
Q1 | $350K | Sell |
14,990
-529
| -3% | -$12.4K | 0.07% | 43 |
|
|
2023
Q4 | $358K | Sell |
15,519
-1,162
| -7% | -$26.8K | 0.07% | 43 |
|
|
2023
Q3 | $382K | Buy |
16,681
+2,562
| +18% | +$58.7K | 0.09% | 44 |
|
|
2023
Q2 | $325K | Buy |
14,119
+2,681
| +23% | +$61.7K | 0.07% | 42 |
|
|
2023
Q1 | $262K | Buy |
+11,438
| New | +$262K | 0.06% | 41 |
|