Oliver Lagore Vanvalin Investment Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45.3K	Buy	+1,973	New	+$45.1K	0.02%	260
2024 Q4	$44.9K	Sell	1,970 -1,043	-35%	-$23.8K	0.01%	264
2024 Q3	$69.5K	Sell	3,013 -425	-12%	-$9.73K	0.02%	213
2024 Q2	$77.9K	Sell	3,438 -7,732	-69%	-$175K	0.02%	191
2024 Q1	$254K	Buy	11,170 +10,451	+1,454%	+$238K	0.07%	113
2023 Q4	$16.4K	Buy	+719	New	+$16.2K	0.01%	342

Other funds holding IBTG

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2025: 1,973 shares worth $45.3K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IBTG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IBTG in Q4 2023 and has held it in 6 quarters since. The position peaked at $254K in Q1 2024. 280 funds tracked by Wall St. Rank hold IBTG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,973 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $45.3K as of Q2 2025.
iShares iBonds Dec 2026 Term Treasury ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #260 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $254K in Q1 2024.
280 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2025.

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