Number of Shares
1.56 Mil
Current Holdings Value*
$82.98 Mil
% of Portfolio
13.13%
Total Estimate Gain
$-8.63 Mil
% of Total Estimate Gain
-9.18%

Klaas Financial Asset Advisors, LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 1.56 Mil shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $82.98 Mil. This investment constitutes 13.13% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.54% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2020Q4. And since then Klaas Financial Asset Advisors, LLC has made 16 purchases of IGIB, at an average price of $58.58, for a total of 1.60 Mil shares. In addition, there have been 2 sales at an average price of $55.31 for 46,397.00 shares. Based on historical transaction data and IGIB's current price of $53.14, Klaas Financial Asset Advisors, LLC's estimated gain on his IGIB holdings is $-8.63 Mil, reflecting a -9.18% gain to date.

Klaas Financial Asset Advisors, LLC IGIB ($53.14) Holding Chart

Klaas Financial Asset Advisors, LLC IGIB ($53.14) 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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