KFAA
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Klaas Financial Asset Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Klaas Financial Asset Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,180,161
Closed -$54.4M – 59
2022
Q3 		$54.4M Buy
1,180,161
+3,407
+0.3% +$161K 13.83% 3
2022
Q2 		$55.8M Sell
1,176,754
-20,665
-2% -$986K 13.83% 3
2022
Q1 		$58M Buy
1,197,419
+23,515
+2% +$1.16M 13.35% 3
2021
Q4 		$59.2M Buy
1,173,904
+41,447
+4% +$2.1M 13.37% 3
2021
Q3 		$57.8M Buy
1,132,457
+36,641
+3% +$1.88M 14.11% 3
2021
Q2 		$56.2M Buy
1,095,816
+93,006
+9% +$4.77M 14.13% 3
2021
Q1 		$51.4M Buy
1,002,810
+34,857
+4% +$1.79M 14.34% 3
2020
Q4 		$50M Buy
+967,953
New +$49.9M 14.44% 3

Other funds holding ISTB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return