Klaas Financial Asset Advisors, LLC IBDQ Holdings History
Klaas Financial Asset Advisors, LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 84,185.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $2.12 Mil. This investment constitutes 0.34% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.07% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2021Q3. And since then Klaas Financial Asset Advisors, LLC has made 7 purchases of IBDQ, at an average price of $24.96, for a total of 126,228.00 shares. In addition, there have been 9 sales at an average price of $24.86 for 42,043.00 shares. Based on historical transaction data and IBDQ's current price of $25.13, Klaas Financial Asset Advisors, LLC's estimated gain on his IBDQ holdings is $10,352.41, reflecting a 0.33% gain to date.
Klaas Financial Asset Advisors, LLC IBDQ ($25.13) Holding Chart
Klaas Financial Asset Advisors, LLC IBDQ ($25.13) 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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