Oliver Lagore Vanvalin Investment Group’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Buy	+3,565	New	+$330K	0.13%	109
2024 Q4	$401K	Buy	4,379 +43	+1%	+$4K	0.1%	97
2024 Q3	$415K	Sell	4,336 -302	-7%	-$28.5K	0.11%	95
2024 Q2	$426K	Sell	4,638 -274	-6%	-$25K	0.12%	88
2024 Q1	$454K	Sell	4,912 -333	-6%	-$30.8K	0.13%	92
2023 Q4	$493K	Sell	5,245 -1,050	-17%	-$94.2K	0.18%	82
2023 Q3	$559K	Sell	6,295 -1,458	-19%	-$133K	0.22%	78
2023 Q2	$723K	Buy	7,753 +594	+8%	+$55.9K	0.26%	59
2023 Q1	$678K	Buy	7,159 +1,756	+33%	+$166K	0.29%	35
2022 Q4	$501K	Buy	5,403 +2,881	+114%	+$266K	0.28%	47
2022 Q3	$231K	Sell	2,522 -240	-9%	-$23.3K	0.15%	81
2022 Q2	$269K	Buy	2,762 +390	+16%	+$38.3K	0.16%	75
2022 Q1	$254K	Buy	+2,372	New	+$248K	0.17%	85

Other funds holding MBB

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares MBS ETF (MBB) in Q2 2025: 3,565 shares worth $334K. The stake represents 0.13% of the portfolio and ranks #109 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MBB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MBB in Q1 2022 and has held it in 13 quarters since. The position peaked at $723K in Q2 2023. 936 funds tracked by Wall St. Rank hold MBB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,565 shares of iShares MBS ETF worth $334K as of Q2 2025.
iShares MBS ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares MBS ETF made up 0.13% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #109 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares MBS ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares MBS ETF position peaked at $723K in Q2 2023.
936 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2025.

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