Klaas Financial Asset Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Klaas Financial Asset Advisors, LLC
- $501 Million
- Q1 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 38,856 shares of IBTF stock, worth $899,516. This represents 0.18% of its overall portfolio holdings.
Number of Shares
38,856
Previous 40,789
4.74%
Holding current value
$899,516
Previous $949,000
4.95%
% of portfolio
0.18%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
240Shares Held
75.1MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC13.9MShares$321 Million1.08% of portfolio
-
Ubs Group Ag3.92MShares$90.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$87.8 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.7 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$73.3 Million0.01% of portfolio