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Valeo Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Valeo Financial Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-38,613
Closed -$38.6K – 620
2023
Q1 		$38.6K Buy
+38,613
New +$38.6K ﹤0.01% 589