Klaas Financial Asset Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Klaas Financial Asset Advisors, LLC
- $577 Million
- Q1 2025
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 85,646 shares of IBDR stock, worth $2.03 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
85,646
Previous 48,610
76.19%
Holding current value
$2.03 Million
Previous $1.15 Million
76.26%
% of portfolio
0.35%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
415Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio