Klaas Financial Asset Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-24,656	Closed	-$626K	–	84
2022 Q3	$626K	Hold	24,656	–	–	0.16%	37
2022 Q2	$625K	Hold	24,656	–	–	0.16%	37
2022 Q1	$625K	Sell	24,656 -4,140	-14%	-$105K	0.14%	38
2021 Q4	$732K	Buy	28,796 +8,144	+39%	+$207K	0.17%	34
2021 Q3	$525K	Buy	20,652 +100	+0.5%	+$2.54K	0.13%	34
2021 Q2	$522K	Buy	+20,552	New	+$523K	0.13%	35

Other funds holding IBTB

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

Klaas Financial Asset Advisors's IBTB Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 24,656 shares — an estimated $626K sold.

Klaas Financial Asset Advisors first reported a position in IBTB in Q2 2021 and held it in 6 quarters. The position peaked at $732K in Q4 2021. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Klaas Financial Asset Advisors sold 24,656 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $626K.
Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2021 and held it in 6 quarters.
Klaas Financial Asset Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $732K in Q4 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.