Klaas Financial Asset Advisors, LLC Incresed Positions in Q1 2025

Klaas Financial Asset Advisors, LLC

  • $577 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
12.9K
+ 1.89%
$63.77 - $71.36 $820K - $917K
692K $47.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
21.2K
+ 1.4%
$50.82 - $52.7 $1.08M - $1.12M
1.53M $80.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23.3K
+ 103.91%
$100.32 - $100.76 $2.34M - $2.35M
45.8K $4.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
49.2K
+ 104.1%
$23.29 - $23.38 $1.15M - $1.15M
96.5K $2.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
40K
+ 80.22%
$25.05 - $25.16 $1M - $1.01M
89.9K $2.26M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.23K
+ 1.38%
$114.57 - $118.14 $369K - $381K
237K $28M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.04K
+ 103.82%
$100.34 - $100.68 $907K - $911K
17.8K $1.79M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.13K
+ 6.51%
$85.29 - $92.57 $523K - $567K
100K $9.13M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
37K
+ 76.19%
N/A
85.6K $2.03M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
37.6K
+ 103.76%
$22.77 - $22.94 $857K - $864K
73.9K $1.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.99K
+ 0.42%
$51.52 - $52.37 $206K - $209K
950K $49.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.89K
+ 1.03%
$37.06 - $41.11 $107K - $119K
284K $11.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17K
+ 1.68%
$25.35 - $27.46 $430K - $466K
1.02M $27.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.1K
+ 104.12%
$50.87 - $51.09 $716K - $719K
27.6K $1.41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.59K
+ 2.01%
$81.83 - $82.73 $376K - $380K
233K $19.3M
IGLB
Ishares 10+ Year Investment Gr

ETFs
6.56K
+ 3.17%
$48.32 - $51.22 $317K - $336K
214K $10.7M
AVDV
American Centy ETF Tr Avantis

ETFs
1.05K
+ 1.29%
$63.74 - $71.96 $66.7K - $75.3K
81.9K $5.71M
IBHE
Ishares Ibonds 2025 Term High

ETFs
16.5K
+ 103.9%
$23.16 - $23.32 $382K - $384K
32.3K $751K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.4K
+ 103.53%
$23.13 - $23.41 $332K - $336K
28.2K $655K
IBHG
Ishares Tr Ibonds 2027 Term Hi
12.8K
+ 103.34%
$22.21 - $22.56 $284K - $288K
25.2K $561K
NEAR
Blackrock Short Maturity Bond

ETFs
2.58K
+ 1.46%
$50.4 - $50.89 $130K - $131K
180K $9.15M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
238
+ 0.56%
$63.91 - $70.19 $15.2K - $16.7K
42.5K $2.86M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.27K
+ 2.16%
$22.42 - $23.22 $73.2K - $75.9K
155K $3.57M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.48K
+ 5.5%
$42.38 - $43.28 $105K - $107K
47.5K $2.02M
VIG
Vanguard Dividend Appreciation

ETFs
479
+ 0.37%
N/A
128K $23.4M
EMB
Ishares Tr

ETFs
727
+ 7.12%
$88.64 - $92.03 $64.4K - $66.9K
10.9K $990K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
385
+ 5.1%
$97.25 - $104.79 $37.4K - $40.3K
7.94K $823K
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.18K
+ 15.48%
$37.9 - $43.9 $158K - $183K
31.1K $1.19M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
437
+ 1.64%
$44.72 - $46.25 $19.5K - $20.2K
27.1K $1.25M
IEF
Ishares Barclays

ETFs
240
+ 4.05%
$91.17 - $95.39 $21.9K - $22.9K
6.16K $587K
DFSE
Dimensional ETF Tr Dimen Emrgn
9.4K
+ 25.69%
N/A
46K $0
ACWI
Ishares Msci Acwi ETF

ETFs
5
+ 0.02%
$115.16 - $124.13 $576 - $621
22.9K $2.67M
AVUV
American Centy ETF Tr Avantis

ETFs
1.04K
+ 1.19%
$84.95 - $100.62 $88.3K - $105K
88.5K $7.72M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
812
+ 0.19%
$55.12 - $62.6 $44.8K - $50.8K
425K $23.9M
Activity Summary
Buys All Purchases 35 New Holdings 0 Increased Positions 35 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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