OLVIG
IBTF

Oliver Lagore Vanvalin Investment Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$54.2K Buy
+2,321
New +$54.1K 0.02% 245
2024
Q4 		$54.1K Sell
2,318
-1,115
-32% -$26K 0.01% 244
2024
Q3 		$80.4K Sell
3,433
-490
-12% -$11.4K 0.02% 197
2024
Q2 		$91.1K Sell
3,923
-9,092
-70% -$211K 0.03% 176
2024
Q1 		$302K Buy
13,015
+12,170
+1,440% +$283K 0.09% 104
2023
Q4 		$19.7K Buy
+845
New +$19.5K 0.01% 316

Other funds holding IBTF

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q2 2025: 2,321 shares worth $54.2K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IBTF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IBTF in Q4 2023 and has held it in 6 quarters since. The position peaked at $302K in Q1 2024. 307 funds tracked by Wall St. Rank hold IBTF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,321 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $54.2K as of Q2 2025.
  • iShares iBonds Dec 2025 Term Treasury ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares iBonds Dec 2025 Term Treasury ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #245 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $302K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2025.

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