Klaas Financial Asset Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-388	Closed	-$10K	–	95
2021 Q3	$10K	Hold	388	–	–	﹤0.01%	74
2021 Q2	$10K	Hold	388	–	–	﹤0.01%	80
2021 Q1	$10K	Buy	+388	New	+$9.99K	﹤0.01%	71

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Klaas Financial Asset Advisors's IBMJ Position: Q4 2021 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 388 shares — an estimated $10K sold.

Klaas Financial Asset Advisors first reported a position in IBMJ in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Klaas Financial Asset Advisors sold 388 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $10K.
Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
Klaas Financial Asset Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $10K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.