VFA
IBDL

Valeo Financial Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Valeo Financial Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,548
Closed -$64K – 1931
2020
Q3 		$64K Hold
2,548
– – 0.01% 588
2020
Q2 		$65K Sell
2,548
-10,152
-80% -$257K 0.01% 633
2020
Q1 		$320K Buy
12,700
+2,548
+25% +$64.2K 0.03% 220
2019
Q4 		$257K Hold
10,152
– – 0.02% 273
2019
Q3 		$257K Hold
10,152
– – 0.03% 251
2019
Q2 		$257K Hold
10,152
– – 0.03% 244
2019
Q1 		$256K Hold
10,152
– – 0.03% 232
2018
Q4 		$254K Hold
10,152
– – 0.04% 229
2018
Q3 		$254K Hold
10,152
– – 0.03% 240
2018
Q2 		$254K Hold
10,152
– – 0.04% 249
2018
Q1 		$255K Buy
10,152
+5,432
+115% +$137K 0.04% 223
2017
Q4 		$119K Buy
4,720
+451
+11% +$11.5K 0.02% 312
2017
Q3 		$109K Buy
+4,269
New +$109K 0.02% 281

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Valeo Financial Advisors's IBDL Position: Q4 2020 in Review

Valeo Financial Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 2,548 shares — an estimated $64K sold.

Valeo Financial Advisors first reported a position in IBDL in Q3 2017 and held it in 13 quarters. The position peaked at $320K in Q1 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Valeo Financial Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,548 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $64K.
  • Valeo Financial Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $320K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.