KFAA
IBML

Klaas Financial Asset Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Klaas Financial Asset Advisors’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-382
Closed -$10K – 91
2021
Q3 		$10K Hold
382
– – ﹤0.01% 71
2021
Q2 		$10K Hold
382
– – ﹤0.01% 77
2021
Q1 		$10K Buy
+382
New +$10K ﹤0.01% 68

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2021, closing a stake of 382 shares — an estimated $10K sold.

Klaas Financial Asset Advisors first reported a position in IBML in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 125 funds tracked by Wall St. Rank hold IBML as of Q4 2021.

  • Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 382 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2021, an estimated $10K.
  • Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
  • Klaas Financial Asset Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $10K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2021.

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