Valeo Financial Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	+6,073	New	+$318K	0.01%	608
2021 Q2	–	Sell	-140	Closed	-$8K	–	1119
2021 Q1	$8K	Buy	+140	New	+$7.69K	﹤0.01%	1420
2020 Q4	–	Sell	-257	Closed	-$14K	–	1750
2020 Q3	$14K	Sell	257 -138	-35%	-$7.58K	﹤0.01%	1003
2020 Q2	$22K	Hold	395	–	–	﹤0.01%	1028
2020 Q1	$21K	Buy	395 +138	+54%	+$7.34K	﹤0.01%	883
2019 Q4	$14K	Sell	257 -888	-78%	-$47.6K	﹤0.01%	1001
2019 Q3	$61K	Buy	+1,145	New	+$61.3K	0.01%	540

Other funds holding IGSB

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return