Klaas Financial Asset Advisors, LLC IBTG Holdings History
Klaas Financial Asset Advisors, LLC's iShares iBonds Dec 2026 Term Treasury ETF Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 68,621.00 shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $1.57 Mil. This investment constitutes 0.25% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.08% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.
The initial trade took place in 2024Q4. And since then Klaas Financial Asset Advisors, LLC has made 2 purchases of IBTG, at an average price of $22.84, for a total of 73,928.00 shares. In addition, there have been 1 sales at an average price of $22.88 for 5,307.00 shares. Based on historical transaction data and IBTG's current price of $22.87, Klaas Financial Asset Advisors, LLC's estimated gain on his IBTG holdings is $2,633.73, reflecting a 0.16% gain to date.
Klaas Financial Asset Advisors, LLC IBTG ($22.87) Holding Chart
Klaas Financial Asset Advisors, LLC IBTG ($22.87) 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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