KFAA
Klaas Financial Asset Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
16,486
-1,269
| -7% | -$128K | 0.26% | 32 |
|
|
2025
Q1 | $1.79M | Buy |
17,755
+9,044
| +104% | +$910K | 0.31% | 31 |
|
|
2024
Q4 | $874K | Buy |
8,711
+274
| +3% | +$27.5K | 0.15% | 37 |
|
|
2024
Q3 | $850K | Sell |
8,437
-2,748
| -25% | -$277K | 0.15% | 37 |
|
|
2024
Q2 | $1.13M | Buy |
11,185
+1,671
| +18% | +$168K | 0.21% | 34 |
|
|
2024
Q1 | $958K | Sell |
9,514
-617
| -6% | -$62.1K | 0.19% | 35 |
|
|
2023
Q4 | $1.02M | Sell |
10,131
-1,425
| -12% | -$143K | 0.21% | 35 |
|
|
2023
Q3 | $1.16M | Buy |
11,556
+1,822
| +19% | +$183K | 0.26% | 35 |
|
|
2023
Q2 | $980K | Buy |
9,734
+1,880
| +24% | +$189K | 0.22% | 35 |
|
|
2023
Q1 | $790K | Buy |
7,854
+1,814
| +30% | +$182K | 0.18% | 36 |
|
|
2022
Q4 | $605K | Sell |
6,040
-5,992
| -50% | -$600K | 0.15% | 36 |
|
|
2022
Q3 | $1.21M | Hold |
12,032
| – | – | 0.31% | 30 |
|
|
2022
Q2 | $1.21M | Hold |
12,032
| – | – | 0.3% | 28 |
|
|
2022
Q1 | $1.2M | Sell |
12,032
-2,038
| -14% | -$204K | 0.28% | 28 |
|
|
2021
Q4 | $1.41M | Buy |
14,070
+3,976
| +39% | +$398K | 0.32% | 26 |
|
|
2021
Q3 | $1.01M | Buy |
10,094
+48
| +0.5% | +$4.8K | 0.25% | 28 |
|
|
2021
Q2 | $1.01M | Buy |
10,046
+6,372
| +173% | +$637K | 0.25% | 29 |
|
|
2021
Q1 | $367K | Sell |
3,674
-3,674
| -50% | -$367K | 0.1% | 33 |
|
|
2020
Q4 | $735K | Buy |
+7,348
| New | +$735K | 0.21% | 26 |
|