Valeo Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-156	Closed	-$18K	–	1108
2021 Q1	$18K	Buy	156 +12	+8%	+$1.4K	﹤0.01%	1201
2020 Q4	$17K	Hold	144	–	–	﹤0.01%	1064
2020 Q3	$18K	Hold	144	–	–	﹤0.01%	940
2020 Q2	$18K	Sell	144 -63	-30%	-$7.66K	﹤0.01%	1096
2020 Q1	$25K	Buy	207 +63	+44%	+$7.25K	﹤0.01%	832
2019 Q4	$16K	Buy	+144	New	+$16.1K	﹤0.01%	975
2019 Q3	–	Sell	-104	Closed	-$11K	–	1611
2019 Q2	$11K	Buy	+104	New	+$11.1K	﹤0.01%	998

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Valeo Financial Advisors's IEF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2021, closing a stake of 156 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in IEF in Q2 2019 and held it in 7 quarters. The position peaked at $25K in Q1 2020. 614 funds tracked by Wall St. Rank hold IEF as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 156 iShares 7-10 Year Treasury Bond ETF shares in Q2 2021, an estimated $18K.
Valeo Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 7 quarters.
Valeo Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $25K in Q1 2020.
614 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.