KFAA
Klaas Financial Asset Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
6,241
+79
| +1% | +$7.57K | 0.09% | 43 |
|
|
2025
Q1 | $588K | Buy |
6,162
+240
| +4% | +$22.9K | 0.1% | 43 |
|
|
2024
Q4 | $547K | Sell |
5,922
-158
| -3% | -$14.6K | 0.1% | 41 |
|
|
2024
Q3 | $597K | Buy |
6,080
+239
| +4% | +$23.5K | 0.1% | 42 |
|
|
2024
Q2 | $547K | Buy |
5,841
+361
| +7% | +$33.8K | 0.1% | 42 |
|
|
2024
Q1 | $519K | Buy |
5,480
+66
| +1% | +$6.25K | 0.1% | 40 |
|
|
2023
Q4 | $522K | Sell |
5,414
-94
| -2% | -$9.06K | 0.11% | 40 |
|
|
2023
Q3 | $504K | Sell |
5,508
-259
| -4% | -$23.7K | 0.11% | 40 |
|
|
2023
Q2 | $557K | Sell |
5,767
-326
| -5% | -$31.5K | 0.12% | 40 |
|
|
2023
Q1 | $604K | Sell |
6,093
-313
| -5% | -$31K | 0.14% | 37 |
|
|
2022
Q4 | $614K | Buy |
+6,406
| New | +$614K | 0.15% | 35 |
|