Klaas Financial Asset Advisors, LLC SHY Holdings History
Klaas Financial Asset Advisors, LLC's iShares 1-3 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 237,257.00 shares of iShares 1-3 Year Treasury Bond ETF(SHY), totaling $19.66 Mil. This investment constitutes 3.11% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.08% of the outstanding iShares 1-3 Year Treasury Bond ETF(SHY) stock.
The initial trade took place in 2020Q4. And since then Klaas Financial Asset Advisors, LLC has made 15 purchases of SHY, at an average price of $85.31, for a total of 361,762.00 shares. In addition, there have been 3 sales at an average price of $86.20 for 124,505.00 shares. Based on historical transaction data and SHY's current price of $82.64, Klaas Financial Asset Advisors, LLC's estimated gain on his SHY holdings is $-523,554.55, reflecting a -1.70% gain to date.
Klaas Financial Asset Advisors, LLC SHY ($82.64) Holding Chart
Klaas Financial Asset Advisors, LLC SHY ($82.64) 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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