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Oliver Lagore Vanvalin Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.8M Buy
+155,321
New +$14.8M 5.81% 2
2024
Q4
$15.4M Buy
166,114
+33,231
+25% +$3.07M 3.93% 2
2024
Q3
$13M Buy
132,883
+58,510
+79% +$5.74M 3.49% 4
2024
Q2
$6.97M Sell
74,373
-11,419
-13% -$1.07M 2% 8
2024
Q1
$8.12M Buy
85,792
+27,928
+48% +$2.64M 2.38% 5
2023
Q4
$5.58M Buy
57,864
+57,631
+24,734% +$5.56M 2.07% 9
2023
Q3
$21.4K Sell
233
-6,730
-97% -$618K 0.01% 339
2023
Q2
$673K Sell
6,963
-181,695
-96% -$17.6M 0.25% 61
2023
Q1
$18.7M Buy
188,658
+87,196
+86% +$8.64M 7.99% 3
2022
Q4
$9.72M Buy
101,462
+96,078
+1,785% +$9.2M 5.49% 3
2022
Q3
$517K Sell
5,384
-161,237
-97% -$15.5M 0.33% 48
2022
Q2
$17M Buy
166,621
+166,281
+48,906% +$17M 9.94% 2
2022
Q1
$38K Sell
340
-1,138,730
-100% -$127M 0.03% 195
2021
Q4
$131M Buy
+1,139,070
New +$131M 9.39% 3