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Oliver Lagore Vanvalin Investment Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.8K Buy
+341
New +$14.7K 0.01% 379
2024
Q4 		$15.3K Sell
359
-306
-46% -$13.2K ﹤0.01% 394
2024
Q3 		$29.5K Buy
665
+50
+8% +$2.18K 0.01% 303
2024
Q2 		$26.2K Sell
615
-12
-2% -$507 0.01% 306
2024
Q1 		$26.9K Buy
627
+28
+5% +$1.2K 0.01% 308
2023
Q4 		$25.9K Sell
599
-310
-34% -$12.9K 0.01% 290
2023
Q3 		$37.1K Buy
909
+71
+8% +$2.98K 0.01% 276
2023
Q2 		$35.7K Sell
838
-7
-0.8% -$300 0.01% 293
2023
Q1 		$36.5K Sell
845
-4,854
-85% -$208K 0.02% 220
2022
Q4 		$240K Sell
5,699
-3,399
-37% -$143K 0.14% 82
2022
Q3 		$381K Sell
9,098
-1,410
-13% -$61.8K 0.25% 54
2022
Q2 		$462K Sell
10,508
-1,253
-11% -$55.8K 0.27% 55
2022
Q1 		$541K Sell
11,761
-41,479
-78% -$1.97M 0.36% 53
2021
Q4 		$2.63M Buy
+53,240
New +$2.63M 0.19% 56

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EUSB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025: 341 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EUSB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EUSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.63M in Q4 2021. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 341 shares of iShares ESG Advanced Universal USD Bond ETF worth $14.8K as of Q2 2025.
  • iShares ESG Advanced Universal USD Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #379 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.63M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.