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Oliver Lagore Vanvalin Investment Group’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IBIC Stock Details IBIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.7K Buy
+644
New +$16.7K 0.01% 368
2024
Q4 		$16.4K Sell
644
-337
-34% -$8.59K ﹤0.01% 389
2024
Q3 		$25.2K Sell
981
-123
-11% -$3.12K 0.01% 320
2024
Q2 		$28.4K Sell
1,104
-2,504
-69% -$63.8K 0.01% 299
2024
Q1 		$92.2K Buy
3,608
+3,378
+1,469% +$85.8K 0.03% 182
2023
Q4 		$5.82K Buy
+230
New +$5.78K ﹤0.01% 497

Other funds holding IBIC

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q2 2025: 644 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IBIC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IBIC in Q4 2023 and has held it in 6 quarters since. The position peaked at $92.2K in Q1 2024. 20 funds tracked by Wall St. Rank hold IBIC as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 644 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $16.7K as of Q2 2025.
  • iShares iBonds Oct 2026 Term TIPS ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares iBonds Oct 2026 Term TIPS ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #368 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBonds Oct 2026 Term TIPS ETF in Q4 2023 and has held it in 6 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares iBonds Oct 2026 Term TIPS ETF position peaked at $92.2K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2025.

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