Klaas Financial Asset Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Klaas Financial Asset Advisors, LLC
- $626 Million
- Q2 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 80,455 shares of IBDR stock, worth $1.91 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
80,455
Previous 85,646
6.06%
Holding current value
$1.91 Million
Previous $2.03 Million
6.1%
% of portfolio
0.3%
Previous 0.35%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
430Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio