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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TAIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIAG

Safeguard Investment Advisory Group Corona, California $433M AUM 33.48% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q2 2021, closing a stake of 106 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in ILTB in Q4 2017 and held it in 8 quarters. The position peaked at $8K in Q4 2020. 68 funds tracked by Wall St. Rank hold ILTB as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 106 iShares Core 10+ Year USD Bond ETF shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2017 and held it in 8 quarters.
Valeo Financial Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $8K in Q4 2020.
68 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2021.

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