Valeo Financial Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-828	Closed	-$42K	–	1155
2021 Q1	$42K	Hold	828	–	–	﹤0.01%	937
2020 Q4	$43K	Hold	828	–	–	﹤0.01%	825
2020 Q3	$43K	Hold	828	–	–	﹤0.01%	705
2020 Q2	$43K	Hold	828	–	–	﹤0.01%	788
2020 Q1	$42K	Sell	828 -1,403	-63%	-$70.8K	﹤0.01%	662
2019 Q4	$112K	Buy	2,231 +692	+45%	+$34.9K	0.01%	440
2019 Q3	$78K	Buy	1,539 +10	+0.7%	+$504	0.01%	487
2019 Q2	$77K	Sell	1,529 -100	-6%	-$4.99K	0.01%	486
2019 Q1	$81K	Buy	1,629 +1,481	+1,001%	+$73.2K	0.01%	449
2018 Q4	$7K	Hold	148	–	–	﹤0.01%	977
2018 Q3	$7K	Sell	148 -1,629	-92%	-$79.9K	﹤0.01%	1080
2018 Q2	$87K	Buy	1,777 +1,629	+1,101%	+$79.9K	0.01%	424
2018 Q1	$7K	Hold	148	–	–	﹤0.01%	1024
2017 Q4	$7K	Buy	+148	New	+$7.4K	﹤0.01%	910

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Valeo Financial Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2021, closing a stake of 828 shares — an estimated $42K sold.

Valeo Financial Advisors first reported a position in ISTB in Q4 2017 and held it in 14 quarters. The position peaked at $112K in Q4 2019. 340 funds tracked by Wall St. Rank hold ISTB as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 828 iShares Core 1-5 Year USD Bond ETF shares in Q2 2021, an estimated $42K.
Valeo Financial Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $112K in Q4 2019.
340 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2021.

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