Valeo Financial Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,541	Closed	-$237K	–	2236
2020 Q1	$237K	Hold	9,541	–	–	0.03%	267
2019 Q4	$237K	Hold	9,541	–	–	0.02%	288
2019 Q3	$237K	Hold	9,541	–	–	0.03%	274
2019 Q2	$237K	Hold	9,541	–	–	0.03%	261
2019 Q1	$237K	Hold	9,541	–	–	0.03%	245
2018 Q4	$237K	Hold	9,541	–	–	0.03%	240
2018 Q3	$237K	Hold	9,541	–	–	0.03%	256
2018 Q2	$236K	Hold	9,541	–	–	0.03%	259
2018 Q1	$236K	Buy	9,541 +4,817	+102%	+$119K	0.04%	236
2017 Q4	$117K	Buy	4,724 +482	+11%	+$12K	0.02%	316
2017 Q3	$106K	Buy	+4,242	New	+$106K	0.02%	284

Valeo Financial Advisors's IBDK Position: Q2 2020 in Review

Valeo Financial Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q2 2020, closing a stake of 9,541 shares — an estimated $237K sold.

Valeo Financial Advisors first reported a position in IBDK in Q3 2017 and held it in 11 quarters. The position peaked at $237K in Q1 2020. 0 funds tracked by Wall St. Rank hold IBDK as of Q2 2020.

Valeo Financial Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 9,541 iShares iBonds Dec 2019 Term Corporate ETF shares in Q2 2020, an estimated $237K.
Valeo Financial Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2017 and held it in 11 quarters.
Valeo Financial Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $237K in Q1 2020.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.