OLVIG
IBTD

Oliver Lagore Vanvalin Investment Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$2.48K – 906
2023
Q2 		$2.48K Hold
100
– – ﹤0.01% 633
2023
Q1 		$2.48K Hold
100
– – ﹤0.01% 569
2022
Q4 		$2.47K Buy
+100
New +$2.47K ﹤0.01% 540

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IBTD Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2023, closing a stake of 100 shares — an estimated $2.48K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IBTD in Q4 2022 and held it in 3 quarters. The position peaked at $2.48K in Q2 2023. 212 funds tracked by Wall St. Rank hold IBTD as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 100 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2023, an estimated $2.48K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.48K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.