Valeo Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-365	Closed	-$47K	–	1109
2021 Q1	$47K	Buy	365 +39	+12%	+$5.13K	﹤0.01%	897
2020 Q4	$43K	Hold	326	–	–	﹤0.01%	824
2020 Q3	$44K	Sell	326 -54	-14%	-$7.22K	﹤0.01%	700
2020 Q2	$51K	Buy	380 +70	+23%	+$9.33K	﹤0.01%	719
2020 Q1	$41K	Hold	310	–	–	﹤0.01%	669
2019 Q4	$39K	Buy	310 +127	+69%	+$16K	﹤0.01%	738
2019 Q3	$23K	Hold	183	–	–	﹤0.01%	811
2019 Q2	$23K	Hold	183	–	–	﹤0.01%	808
2019 Q1	$23K	Sell	183 -26	-12%	-$3.17K	﹤0.01%	744
2018 Q4	$25K	Hold	209	–	–	﹤0.01%	646
2018 Q3	$25K	Sell	209 -7	-3%	-$837	﹤0.01%	704
2018 Q2	$26K	Buy	+216	New	+$25.8K	﹤0.01%	690

Other funds holding IEI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 365 shares — an estimated $47K sold.

Valeo Financial Advisors first reported a position in IEI in Q2 2018 and held it in 12 quarters. The position peaked at $51K in Q2 2020. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 365 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $47K.
Valeo Financial Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $51K in Q2 2020.
489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

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