Oliver Lagore Vanvalin Investment Group’s iShares International Treasury Bond ETF IGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25	Closed	-$991	–	771
2024 Q1	$991	Hold	25	–	–	﹤0.01%	651
2023 Q4	$1.03K	Hold	25	–	–	﹤0.01%	662
2023 Q3	$929	Hold	25	–	–	﹤0.01%	744
2023 Q2	$990	Hold	25	–	–	﹤0.01%	692
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	624
2022 Q4	$979	Buy	+25	New	+$957	﹤0.01%	602

Other funds holding IGOV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IGOV Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2024, closing a stake of 25 shares — an estimated $991 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IGOV in Q4 2022 and held it in 6 quarters. The position peaked at $1.03K in Q4 2023. 92 funds tracked by Wall St. Rank hold IGOV as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares International Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 25 iShares International Treasury Bond ETF shares in Q2 2024, an estimated $991.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares International Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's iShares International Treasury Bond ETF position peaked at $1.03K in Q4 2023.
92 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.