Klaas Financial Asset Advisors, LLC Purchases in Q4 2024

Klaas Financial Asset Advisors, LLC

  • $565 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35.8K
+ 279.85%
N/A
48.6K $1.15M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
36.3K
New
$22.72 - $23.0 $824K - $834K
36.3K $827K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
29.4K
+ 26.33%
$24.61 - $25.12 $723K - $738K
141K $3.48M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
32.2K
+ 27.06%
$22.65 - $23.8 $730K - $767K
151K $3.44M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
1.96K
+ 0.46%
$56.7 - $62.15 $111K - $122K
424K $24.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.17K
+ 3.8%
$124.61 - $133.96 $270K - $290K
59.2K $7.63M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.9K
+ 37.39%
$23.25 - $23.37 $299K - $301K
47.3K $1.1M
IBHG
Ishares Tr Ibonds 2027 Term Hi
12.4K
New
$22.11 - $22.54 $274K - $279K
12.4K $275K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.4K
New
$23.88 - $24.32 $272K - $277K
11.4K $272K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.97K
+ 2.69%
$81.68 - $82.93 $488K - $495K
228K $18.7M
NEAR
Blackrock Short Maturity Bond

ETFs
4.39K
+ 2.54%
$50.28 - $51.08 $221K - $224K
177K $8.95M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.8K
+ 8.26%
$25.0 - $25.11 $95.1K - $95.5K
49.9K $1.25M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
659
+ 3.03%
$100.22 - $100.73 $66K - $66.4K
22.4K $2.25M
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.41K
+ 17.91%
$23.08 - $23.28 $55.6K - $56.1K
15.9K $367K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
2.34K
+ 20.35%
$23.03 - $23.33 $54K - $54.7K
13.9K $320K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.35K
+ 5.27%
$41.74 - $46.2 $56.3K - $62.4K
27K $1.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
274
+ 3.25%
$100.16 - $100.7 $27.4K - $27.6K
8.71K $873K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
381
+ 2.9%
$50.73 - $51.08 $19.3K - $19.5K
13.5K $687K
IEMG
Ishares Inc

ETFs
319
+ 0.3%
N/A
105K $5.65M
DFSE
Dimensional ETF Tr Dimen Emrgn
2.34K
+ 6.83%
N/A
36.6K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.78K
+ 2.54%
$115.08 - $119.55 $666K - $691K
234K $27M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
613
+ 1.47%
$64.62 - $71.43 $39.6K - $43.8K
42.3K $2.73M
AVDV
American Centy ETF Tr Avantis

ETFs
1.63K
+ 2.05%
$63.85 - $70.4 $104K - $114K
80.8K $5.26M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.6K
+ 1.13%
$51.54 - $52.55 $546K - $557K
946K $48.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.09K
+ 3.4%
$87.1 - $98.49 $269K - $305K
94.2K $8.22M
IGLB
Ishares 10+ Year Investment Gr

ETFs
2.31K
+ 1.13%
$49.36 - $53.72 $114K - $124K
207K $10.2M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.02K
+ 0.36%
$37.33 - $40.39 $38.1K - $41.2K
281K $10.5M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
41.1K
+ 4.26%
$26.16 - $28.82 $1.08M - $1.19M
1.01M $26.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.13K
+ 0.61%
$51.33 - $53.74 $468K - $490K
1.51M $77.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
19.7K
+ 2.98%
$64.18 - $70.42 $1.26M - $1.38M
680K $43.8M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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