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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

ARK & TLK Investments Oklahoma City, Oklahoma $369M AUM 17.8% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return