OLVIG
IBDP

Oliver Lagore Vanvalin Investment Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,094
Closed -$27.6K – 739
2024
Q3 		$27.6K Sell
1,094
-152
-12% -$3.82K 0.01% 311
2024
Q2 		$31.3K Sell
1,246
-2,828
-69% -$70.9K 0.01% 288
2024
Q1 		$102K Buy
4,074
+3,690
+961% +$92.2K 0.03% 174
2023
Q4 		$9.56K Buy
+384
New +$9.52K ﹤0.01% 416

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IBDP Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 1,094 shares — an estimated $27.6K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $102K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,094 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $27.6K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $102K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.