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Oliver Lagore Vanvalin Investment Group’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-534
Closed -$28.1K – 781
2023
Q4 		$28.1K Sell
534
-1,153
-68% -$55.7K 0.01% 278
2023
Q3 		$79.7K Sell
1,687
-939
-36% -$47.1K 0.03% 190
2023
Q2 		$138K Buy
+2,626
New +$138K 0.05% 152

Other funds holding ILTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ILTB Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2024, closing a stake of 534 shares — an estimated $28.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ILTB in Q2 2023 and held it in 3 quarters. The position peaked at $138K in Q2 2023. 89 funds tracked by Wall St. Rank hold ILTB as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 534 iShares Core 10+ Year USD Bond ETF shares in Q1 2024, an estimated $28.1K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's iShares Core 10+ Year USD Bond ETF position peaked at $138K in Q2 2023.
  • 89 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.