Klaas Financial Asset Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Klaas Financial Asset Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$594K	Buy	26,899 +630	+2%	+$13.9K	0.07%	46
2026 Q1	$581K	Buy	26,269 +968	+4%	+$21.5K	0.08%	50
2025 Q4	$565K	Buy	25,301 +3,995	+19%	+$89.3K	0.08%	46
2025 Q3	$479K	Sell	21,306 -2,440	-10%	-$54.8K	0.07%	44
2025 Q2	$535K	Sell	23,746 -1,407	-6%	-$31.3K	0.08%	44
2025 Q1	$562K	Buy	25,153 +12,783	+103%	+$286K	0.1%	44
2024 Q4	$275K	Buy	+12,370	New	+$277K	0.05%	45

Other funds holding IBHG

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return