Klaas Financial Asset Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-81,909
| Closed | -$1.91M | – | 59 |
|
|
2025
Q3 | $1.91M | Sell |
81,909
-7,777
| -9% | -$181K | 0.29% | 30 |
|
|
2025
Q2 | $2.1M | Sell |
89,686
-6,778
| -7% | -$158K | 0.33% | 29 |
|
|
2025
Q1 | $2.25M | Buy |
96,464
+49,202
| +104% | +$1.15M | 0.39% | 27 |
|
|
2024
Q4 | $1.1M | Buy |
47,262
+12,861
| +37% | +$300K | 0.19% | 35 |
|
|
2024
Q3 | $806K | Sell |
34,401
-11,469
| -25% | -$267K | 0.14% | 39 |
|
|
2024
Q2 | $1.07M | Buy |
45,870
+7,014
| +18% | +$162K | 0.2% | 36 |
|
|
2024
Q1 | $903K | Sell |
38,856
-1,933
| -5% | -$44.9K | 0.18% | 36 |
|
|
2023
Q4 | $950K | Buy |
+40,789
| New | +$943K | 0.2% | 36 |
|