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Valeo Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Valeo Financial Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,581
Closed -$36.6K – 619
2023
Q1 		$36.6K Buy
+36,581
New +$36.6K ﹤0.01% 592