OLVIG
IBTE

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

Oliver Lagore Vanvalin Investment Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,796
Closed -$67.1K – 738
2024
Q3 		$67.1K Sell
2,796
-399
-12% -$9.55K 0.02% 218
2024
Q2 		$76.6K Sell
3,195
-7,388
-70% -$177K 0.02% 193
2024
Q1 		$253K Buy
10,583
+9,900
+1,449% +$237K 0.07% 114
2023
Q4 		$16.3K Buy
+683
New +$16.3K 0.01% 346
2023
Q3 		– Sell
-100
Closed -$2.38K – 903
2023
Q2 		$2.38K Hold
100
– – ﹤0.01% 640
2023
Q1 		$2.4K Hold
100
– – ﹤0.01% 573
2022
Q4 		$2.38K Buy
+100
New +$2.39K ﹤0.01% 544

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 2,796 shares — an estimated $67.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IBTE in Q4 2022 and held it in 7 quarters. The position peaked at $253K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 2,796 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $67.1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 7 quarters.
  • Oliver Lagore Vanvalin Investment Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $253K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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