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

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