Valeo Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33,857	Closed	-$135K	–	687
2023 Q1	$135K	Buy	+33,857	New	+$850K	0.01%	568
2021 Q2	–	Sell	-3,888	Closed	-$102K	–	1967
2021 Q1	$102K	Buy	3,888 +221	+6%	+$5.79K	﹤0.01%	621
2020 Q4	$96K	Buy	+3,667	New	+$96.2K	﹤0.01%	591

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Valeo Financial Advisors's IBDO Position: Q2 2023 in Review

Valeo Financial Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 33,857 shares — an estimated $135K sold.

Valeo Financial Advisors first reported a position in IBDO in Q4 2020 and held it in 3 quarters. The position peaked at $135K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Valeo Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Valeo Financial Advisors sold 33,857 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $135K.
Valeo Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2020 and held it in 3 quarters.
Valeo Financial Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $135K in Q1 2023.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Valeo Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.