Oliver Lagore Vanvalin Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$36.4K	Buy	+308	New	+$36.3K	0.01%	287
2024 Q4	$81.5K	Sell	706 -114,648	-99%	-$13.4M	0.02%	201
2024 Q3	$13.8M	Buy	115,354 +45,137	+64%	+$5.33M	3.69%	3
2024 Q2	$8.11M	Buy	70,217 +50,607	+258%	+$5.8M	2.33%	6
2024 Q1	$2.27M	Sell	19,610 -11,879	-38%	-$1.38M	0.67%	27
2023 Q4	$3.69M	Sell	31,489 -22,323	-41%	-$2.55M	1.37%	12
2023 Q3	$6.09M	Sell	53,812 -866	-2%	-$99K	2.41%	7
2023 Q2	$6.3M	Sell	54,678 -52,378	-49%	-$6.13M	2.31%	12
2023 Q1	$12.6M	Buy	+107,056	New	+$12.4M	5.38%	6

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2025: 308 shares worth $36.4K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IEI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IEI in Q1 2023 and has held it in 9 quarters since. The position peaked at $13.8M in Q3 2024. 771 funds tracked by Wall St. Rank hold IEI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 308 shares of iShares 3-7 Year Treasury Bond ETF worth $36.4K as of Q2 2025.
iShares 3-7 Year Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares 3-7 Year Treasury Bond ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #287 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $13.8M in Q3 2024.
771 funds tracked by Wall St. Rank held iShares 3-7 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.