Klaas Financial Asset Advisors, LLC IBDR Holdings History
Klaas Financial Asset Advisors, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, Klaas Financial Asset Advisors, LLC held 85,646.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $2.07 Mil. This investment constitutes 0.36% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.06% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2021Q3. And since then Klaas Financial Asset Advisors, LLC has made 7 purchases of IBDR, at an average price of $24.10, for a total of 88,435.00 shares. In addition, there have been 1 sales at an average price of $23.12 for 2,789.00 shares. Based on historical transaction data and IBDR's current price of $24.17, Klaas Financial Asset Advisors, LLC's estimated gain on his IBDR holdings is $2,848.03, reflecting a 0.13% gain to date.
Klaas Financial Asset Advisors, LLC IBDR ($24.17) Holding Chart
Klaas Financial Asset Advisors, LLC IBDR ($24.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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