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 73,928 shares of IBTG stock, worth $1.7 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
73,928
Previous 36,282
103.76%
Holding current value
$1.7 Million
Previous $827,000
104.96%
% of portfolio
0.29%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
266Shares Held
58.8MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.6 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.7 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$62.1 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.35MShares$54 Million1.09% of portfolio