Valeo Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-385	Closed	-$23K	–	1115
2021 Q1	$23K	Hold	385	–	–	﹤0.01%	1129
2020 Q4	$24K	Hold	385	–	–	﹤0.01%	983
2020 Q3	$23K	Sell	385 -764	-66%	-$46.6K	﹤0.01%	885
2020 Q2	$69K	Buy	1,149 +764	+198%	+$44.5K	0.01%	616
2020 Q1	$22K	Hold	385	–	–	﹤0.01%	866
2019 Q4	$22K	Hold	385	–	–	﹤0.01%	898
2019 Q3	$22K	Sell	385 -192	-33%	-$11K	﹤0.01%	825
2019 Q2	$33K	Buy	+577	New	+$32K	﹤0.01%	708
2019 Q1	–	Sell	-170	Closed	-$9K	–	1586
2018 Q4	$9K	Hold	170	–	–	﹤0.01%	909
2018 Q3	$9K	Sell	170 -170	-50%	-$9.05K	﹤0.01%	998
2018 Q2	$9K	Sell	340 -296	-47%	-$15.7K	﹤0.01%	968
2018 Q1	$34K	Hold	636	–	–	0.01%	579
2017 Q4	$35K	Buy	636 +10	+2%	+$548	0.01%	544
2017 Q3	$34K	Buy	+626	New	+$34.5K	0.01%	470

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

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

FRBONY

Federal Reserve Bank of New York New York $5.06B AUM

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

Valeo Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2021, closing a stake of 385 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in IGIB in Q3 2017 and held it in 14 quarters. The position peaked at $69K in Q2 2020. 544 funds tracked by Wall St. Rank hold IGIB as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 385 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $23K.
Valeo Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $69K in Q2 2020.
544 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2021.

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