KFAA
Klaas Financial Asset Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Buy |
183,938
+4,081
| +2% | +$209K | 1.49% | 14 |
|
|
2025
Q1 | $9.15M | Buy |
179,857
+2,582
| +1% | +$131K | 1.58% | 14 |
|
|
2024
Q4 | $8.95M | Buy |
177,275
+4,386
| +3% | +$221K | 1.58% | 14 |
|
|
2024
Q3 | $8.86M | Buy |
172,889
+3,367
| +2% | +$173K | 1.54% | 15 |
|
|
2024
Q2 | $8.53M | Buy |
169,522
+12,792
| +8% | +$644K | 1.56% | 14 |
|
|
2024
Q1 | $7.91M | Buy |
156,730
+3,418
| +2% | +$172K | 1.58% | 14 |
|
|
2023
Q4 | $7.75M | Buy |
153,312
+1,637
| +1% | +$82.7K | 1.62% | 14 |
|
|
2023
Q3 | $7.57M | Buy |
151,675
+1,555
| +1% | +$77.6K | 1.71% | 14 |
|
|
2023
Q2 | $7.46M | Buy |
150,120
+1,544
| +1% | +$76.8K | 1.66% | 14 |
|
|
2023
Q1 | $7.37M | Buy |
148,576
+4,237
| +3% | +$210K | 1.7% | 14 |
|
|
2022
Q4 | $7.11M | Sell |
144,339
-81,009
| -36% | -$3.99M | 1.77% | 14 |
|
|
2022
Q3 | $11.1M | Buy |
225,348
+3,115
| +1% | +$153K | 2.82% | 12 |
|
|
2022
Q2 | $10.9M | Buy |
222,233
+1,693
| +0.8% | +$83.4K | 2.71% | 12 |
|
|
2022
Q1 | $10.9M | Buy |
220,540
+8,616
| +4% | +$427K | 2.51% | 13 |
|
|
2021
Q4 | $10.6M | Buy |
211,924
+11,169
| +6% | +$558K | 2.39% | 13 |
|
|
2021
Q3 | $10.1M | Buy |
200,755
+7,847
| +4% | +$393K | 2.46% | 13 |
|
|
2021
Q2 | $9.68M | Buy |
192,908
+8,878
| +5% | +$445K | 2.43% | 13 |
|
|
2021
Q1 | $9.24M | Buy |
+184,030
| New | +$9.24M | 2.57% | 12 |
|