Klaas Financial Asset Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Klaas Financial Asset Advisors, LLC
- $565 Million
- Q4 2024
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 47,262 shares of IBTF stock, worth $1.1 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
47,262
Previous 34,401
37.39%
Holding current value
$1.1 Million
Previous $805,000
36.89%
% of portfolio
0.2%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio