Valeo Financial Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-22	Closed	-$1K	–	1117
2021 Q1	$1K	Buy	+22	New	+$1.19K	﹤0.01%	1893
2020 Q3	–	Sell	-16	Closed	-$1K	–	1844
2020 Q2	$1K	Buy	+16	New	+$798	﹤0.01%	1894
2019 Q2	–	Sell	-27	Closed	-$1K	–	1606
2019 Q1	$1K	Buy	+27	New	+$1.32K	﹤0.01%	1455
2018 Q3	–	Sell	-47	Closed	-$2K	–	1817
2018 Q2	$2K	Buy	+47	New	+$2.35K	﹤0.01%	1346

Other funds holding IGOV

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

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in IGOV in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 107 funds tracked by Wall St. Rank hold IGOV as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 22 iShares International Treasury Bond ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in iShares International Treasury Bond ETF in Q2 2018 and held it in 4 quarters.
Valeo Financial Advisors's iShares International Treasury Bond ETF position peaked at $2K in Q2 2018.
107 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2021.

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