Valeo Financial Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-106	Closed	-$7K	–	1133
2021 Q1	$7K	Buy	106 +1	+1%	+$72	﹤0.01%	1458
2020 Q4	$8K	Hold	105	–	–	﹤0.01%	1250
2020 Q3	$8K	Buy	+105	New	+$8.07K	﹤0.01%	1140
2019 Q1	–	Sell	-105	Closed	-$6K	–	1589
2018 Q4	$6K	Hold	105	–	–	﹤0.01%	1019
2018 Q3	$6K	Hold	105	–	–	﹤0.01%	1130
2018 Q2	$6K	Hold	105	–	–	﹤0.01%	1086
2018 Q1	$6K	Hold	105	–	–	﹤0.01%	1074
2017 Q4	$7K	Buy	+105	New	+$6.72K	﹤0.01%	909

Other funds holding ILTB

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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