Valeo Financial Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-34,126	Closed	-$135K	–	685
2023 Q1	$135K	Buy	+34,126	New	+$837K	0.01%	569
2022 Q3	–	Sell	-8,360	Closed	-$207K	–	552
2022 Q2	$207K	Buy	+8,360	New	+$208K	0.01%	434
2021 Q2	–	Sell	-3,851	Closed	-$102K	–	1909
2021 Q1	$102K	Buy	3,851 +217	+6%	+$5.75K	﹤0.01%	619
2020 Q4	$97K	Buy	+3,634	New	+$96.2K	0.01%	585

Other funds holding IBDP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

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

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

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

Valeo Financial Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q2 2023, closing a stake of 34,126 shares — an estimated $135K sold.

Valeo Financial Advisors first reported a position in IBDP in Q4 2020 and held it in 4 quarters. The position peaked at $207K in Q2 2022. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

Valeo Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
Valeo Financial Advisors sold 34,126 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $135K.
Valeo Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Valeo Financial Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $207K in Q2 2022.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

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