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

Oliver Lagore Vanvalin Investment Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.8M Buy
+155,321
New +$14.7M 5.81% 2
2024
Q4 		$15.4M Buy
166,114
+33,231
+25% +$3.14M 3.93% 2
2024
Q3 		$13M Buy
132,883
+58,510
+79% +$5.66M 3.49% 4
2024
Q2 		$6.97M Sell
74,373
-11,419
-13% -$1.06M 2% 8
2024
Q1 		$8.12M Buy
85,792
+27,928
+48% +$2.65M 2.38% 5
2023
Q4 		$5.58M Buy
57,864
+57,631
+24,734% +$5.33M 2.07% 9
2023
Q3 		$21.4K Sell
233
-6,730
-97% -$635K 0.01% 340
2023
Q2 		$673K Sell
6,963
-181,695
-96% -$17.9M 0.25% 62
2023
Q1 		$18.7M Buy
188,658
+87,196
+86% +$8.52M 7.99% 3
2022
Q4 		$9.72M Buy
101,462
+96,078
+1,785% +$9.23M 5.49% 3
2022
Q3 		$517K Sell
5,384
-161,237
-97% -$16.4M 0.33% 48
2022
Q2 		$17M Buy
166,621
+166,281
+48,906% +$17.1M 9.94% 2
2022
Q1 		$38K Sell
340
-1,138,730
-100% -$126M 0.03% 195
2021
Q4 		$131M Buy
+1,139,070
New +$131M 9.39% 3

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2025: 155,321 shares worth $14.8M. The stake represents 5.81% of the portfolio and ranks #2 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IEF as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IEF in Q4 2021 and has held it in 14 quarters since. The position peaked at $131M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold IEF as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 155,321 shares of iShares 7-10 Year Treasury Bond ETF worth $14.8M as of Q2 2025.
  • iShares 7-10 Year Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares 7-10 Year Treasury Bond ETF made up 5.81% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #2 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares 7-10 Year Treasury Bond ETF position peaked at $131M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2025.

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