KFAA
Klaas Financial Asset Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11M | Buy |
218,809
+5,224
| +2% | +$262K | 1.74% | 12 |
|
2025
Q1 | $10.7M | Buy |
213,585
+6,559
| +3% | +$329K | 1.85% | 12 |
|
2024
Q4 | $10.2M | Buy |
207,026
+2,307
| +1% | +$114K | 1.8% | 12 |
|
2024
Q3 | $11M | Buy |
204,719
+1,664
| +0.8% | +$89.2K | 1.9% | 12 |
|
2024
Q2 | $10.2M | Buy |
203,055
+16,768
| +9% | +$839K | 1.86% | 12 |
|
2024
Q1 | $9.6M | Buy |
186,287
+2,822
| +2% | +$145K | 1.91% | 12 |
|
2023
Q4 | $9.67M | Buy |
183,465
+3,929
| +2% | +$207K | 2.02% | 12 |
|
2023
Q3 | $8.46M | Buy |
179,536
+2,143
| +1% | +$101K | 1.92% | 13 |
|
2023
Q2 | $9.14M | Buy |
177,393
+888
| +0.5% | +$45.8K | 2.04% | 12 |
|
2023
Q1 | $9.25M | Buy |
176,505
+3,273
| +2% | +$171K | 2.14% | 12 |
|
2022
Q4 | $8.63M | Buy |
173,232
+146,071
| +538% | +$7.27M | 2.14% | 13 |
|
2022
Q3 | $1.31M | Sell |
27,161
-3,307
| -11% | -$160K | 0.33% | 29 |
|
2022
Q2 | $1.62M | Sell |
30,468
-13,396
| -31% | -$714K | 0.4% | 24 |
|
2022
Q1 | $2.69M | Sell |
43,864
-2,550
| -5% | -$157K | 0.62% | 20 |
|
2021
Q4 | $3.23M | Buy |
46,414
+588
| +1% | +$40.9K | 0.73% | 18 |
|
2021
Q3 | $3.18M | Sell |
45,826
-723
| -2% | -$50.1K | 0.77% | 17 |
|
2021
Q2 | $3.27M | Sell |
46,549
-103
| -0.2% | -$7.23K | 0.82% | 17 |
|
2021
Q1 | $3.11M | Buy |
46,652
+36,047
| +340% | +$2.4M | 0.87% | 17 |
|
2020
Q4 | $774K | Buy |
+10,605
| New | +$774K | 0.22% | 24 |
|