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 68,621 shares of IBTG stock, worth $1.57 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
68,621
Previous 73,928
7.18%
Holding current value
$1.57 Million
Previous $1.7 Million
7.2%
% of portfolio
0.25%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
315Shares Held
80.4MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio