Klaas Financial Asset Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

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

Other funds holding IBTF

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

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Klaas Financial Asset Advisors's IBTF Position: Q4 2025 in Review

Klaas Financial Asset Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 81,909 shares — an estimated $1.91M sold.

Klaas Financial Asset Advisors first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $2.25M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Klaas Financial Asset Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Klaas Financial Asset Advisors sold 81,909 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.91M.
Klaas Financial Asset Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Klaas Financial Asset Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $2.25M in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.