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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,581
Closed -$36.6K – 644
2023
Q1 		$36.6K Buy
+36,581
New +$861K ﹤0.01% 592

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2023, closing a stake of 36,581 shares — an estimated $36.6K sold.

Valeo Financial Advisors first reported a position in IBDR in Q1 2023 and held it in 1 quarter. The position peaked at $36.6K in Q1 2023. 210 funds tracked by Wall St. Rank hold IBDR as of Q2 2023.

  • Valeo Financial Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 36,581 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2023, an estimated $36.6K.
  • Valeo Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $36.6K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2023.

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