Oliver Lagore Vanvalin Investment Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Buy	+30,253	New	+$1.38M	0.55%	46
2024 Q4	$1.44M	Sell	31,888 -5,274	-14%	-$242K	0.37%	56
2024 Q3	$1.75M	Buy	37,162 +2,547	+7%	+$118K	0.47%	46
2024 Q2	$1.57M	Sell	34,615 -3,135	-8%	-$141K	0.45%	42
2024 Q1	$1.72M	Buy	37,750 +6,004	+19%	+$273K	0.5%	38
2023 Q4	$1.46M	Sell	31,746 -6,900	-18%	-$305K	0.54%	29
2023 Q3	$1.69M	Sell	38,646 -2,211	-5%	-$98.8K	0.67%	27
2023 Q2	$1.86M	Buy	40,857 +1,943	+5%	+$88.9K	0.68%	27
2023 Q1	$1.8M	Buy	38,914 +8,873	+30%	+$406K	0.77%	18
2022 Q4	$1.35M	Sell	30,041 -7,031	-19%	-$315K	0.76%	25
2022 Q3	$1.65M	Sell	37,072 -1,991	-5%	-$92.9K	1.06%	18
2022 Q2	$1.83M	Buy	39,063 +1,949	+5%	+$92.6K	1.07%	20
2022 Q1	$1.84M	Sell	37,114 -213,336	-85%	-$10.9M	1.23%	16
2021 Q4	$13.3M	Buy	+250,450	New	+$13.3M	0.95%	18

Other funds holding IUSB

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2025: 30,253 shares worth $1.39M. The stake represents 0.55% of the portfolio and ranks #46 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IUSB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IUSB in Q4 2021 and has held it in 14 quarters since. The position peaked at $13.3M in Q4 2021. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 30,253 shares of iShares Core Universal USD Bond ETF worth $1.39M as of Q2 2025.
iShares Core Universal USD Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Core Universal USD Bond ETF made up 0.55% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #46 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Core Universal USD Bond ETF position peaked at $13.3M in Q4 2021.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

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