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Oliver Lagore Vanvalin Investment Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$39.3K Buy
+1,709
New +$38.9K 0.02% 277
2024
Q4 		$40.1K Sell
1,747
-141
-7% -$3.22K 0.01% 278
2024
Q3 		$44.3K Sell
1,888
-2
-0.1% -$46 0.01% 258
2024
Q2 		$42.6K Sell
1,890
-1,487
-44% -$33.3K 0.01% 255
2024
Q1 		$76.9K Buy
3,377
+1,063
+46% +$24.2K 0.02% 206
2023
Q4 		$53.3K Sell
2,314
-5,598
-71% -$125K 0.02% 209
2023
Q3 		$174K Sell
7,912
-20,022
-72% -$451K 0.07% 125
2023
Q2 		$640K Buy
27,934
+885
+3% +$20.5K 0.23% 67
2023
Q1 		$632K Buy
27,049
+9,532
+54% +$220K 0.27% 40
2022
Q4 		$398K Sell
17,517
-45,603
-72% -$1.04M 0.22% 54
2022
Q3 		$1.44M Buy
63,120
+12,269
+24% +$291K 0.93% 21
2022
Q2 		$1.22M Buy
50,851
+2,438
+5% +$58.7K 0.71% 26
2022
Q1 		$1.22M Sell
48,413
-316,917
-87% -$8.12M 0.81% 25
2021
Q4 		$9.75M Buy
+365,330
New +$9.67M 0.7% 23

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2025: 1,709 shares worth $39.3K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in GOVT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in GOVT in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.75M in Q4 2021. 770 funds tracked by Wall St. Rank hold GOVT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,709 shares of iShares US Treasury Bond ETF worth $39.3K as of Q2 2025.
  • iShares US Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares US Treasury Bond ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #277 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares US Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares US Treasury Bond ETF position peaked at $9.75M in Q4 2021.
  • 770 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2025.

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