Valeo Financial Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-106
| Closed | -$7K | – | 1058 |
|
|
2021
Q1 | $7K | Buy |
106
+1
| +1% | +$66 | ﹤0.01% | 1373 |
|
|
2020
Q4 | $8K | Hold |
105
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q3 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 1099 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$6K | – | 1610 |
|
|
2018
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 1011 |
|
|
2018
Q3 | $6K | Hold |
105
| – | – | ﹤0.01% | 1120 |
|
|
2018
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 1079 |
|
|
2018
Q1 | $6K | Hold |
105
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q4 | $7K | Buy |
+105
| New | +$7K | ﹤0.01% | 906 |
|