Klaas Financial Asset Advisors, LLC IBTF Holdings History
Klaas Financial Asset Advisors, LLC's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 89,686.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $2.10 Mil. This investment constitutes 0.33% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.1% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2023Q4. And since then Klaas Financial Asset Advisors, LLC has made 4 purchases of IBTF, at an average price of $23.24, for a total of 109,866.00 shares. In addition, there have been 3 sales at an average price of $23.31 for 20,180.00 shares. Based on historical transaction data and IBTF's current price of $23.34, Klaas Financial Asset Advisors, LLC's estimated gain on his IBTF holdings is $9,344.38, reflecting a 0.37% gain to date.
Klaas Financial Asset Advisors, LLC IBTF ($23.34) Holding Chart
Klaas Financial Asset Advisors, LLC IBTF ($23.34) 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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