KFAA
IBTE
Klaas Financial Asset Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44,681
| Closed | -$1.07M | – | 49 |
|
|
2024
Q3 | $1.07M | Sell |
44,681
-14,626
| -25% | -$351K | 0.19% | 35 |
|
|
2024
Q2 | $1.42M | Buy |
59,307
+8,969
| +18% | +$215K | 0.26% | 32 |
|
|
2024
Q1 | $1.21M | Sell |
50,338
-2,704
| -5% | -$64.7K | 0.24% | 34 |
|
|
2023
Q4 | $1.27M | Buy |
53,042
+22,832
| +76% | +$545K | 0.26% | 33 |
|
|
2023
Q3 | $720K | Buy |
30,210
+4,743
| +19% | +$113K | 0.16% | 38 |
|
|
2023
Q2 | $606K | Buy |
+25,467
| New | +$606K | 0.14% | 39 |
|