Valeo Financial Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Valeo Financial Advisors’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,764	Closed	-$220K	–	1895
2018 Q3	$220K	Hold	8,764	–	–	0.03%	262
2018 Q2	$220K	Hold	8,764	–	–	0.03%	266
2018 Q1	$220K	Buy	8,764 +4,402	+101%	+$111K	0.04%	247
2017 Q4	$110K	Hold	4,362	–	–	0.02%	328
2017 Q3	$110K	Buy	+4,362	New	+$110K	0.02%	279

Valeo Financial Advisors's IBDH Position: Q4 2018 in Review

Valeo Financial Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 8,764 shares — an estimated $220K sold.

Valeo Financial Advisors first reported a position in IBDH in Q3 2017 and held it in 5 quarters. The position peaked at $220K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

Valeo Financial Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 8,764 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $220K.
Valeo Financial Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $220K in Q3 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.