Oliver Lagore Vanvalin Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$309K	Buy	+3,071	New	+$309K	0.12%	111
2024 Q4	$327K	Sell	3,259 -976	-23%	-$98K	0.08%	103
2024 Q3	$427K	Buy	4,235 +2,300	+119%	+$231K	0.11%	92
2024 Q2	$195K	Sell	1,935 -14,275	-88%	-$1.43M	0.06%	118
2024 Q1	$1.63M	Sell	16,210 -79,785	-83%	-$8.02M	0.48%	43
2023 Q4	$9.63M	Sell	95,995 -232,557	-71%	-$23.4M	3.58%	4
2023 Q3	$33.1M	Buy	328,552 +232,554	+242%	+$23.4M	13.1%	2
2023 Q2	$9.66M	Sell	95,998 -138,003	-59%	-$13.9M	3.54%	8
2023 Q1	$23.5M	Buy	+234,001	New	+$23.5M	10.05%	2

Other funds holding SGOV

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

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

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

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2025: 3,071 shares worth $309K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SGOV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SGOV in Q1 2023 and has held it in 9 quarters since. The position peaked at $33.1M in Q3 2023. 923 funds tracked by Wall St. Rank hold SGOV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,071 shares of iShares 0-3 Month Treasury Bond ETF worth $309K as of Q2 2025.
iShares 0-3 Month Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares 0-3 Month Treasury Bond ETF made up 0.12% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #111 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares 0-3 Month Treasury Bond ETF position peaked at $33.1M in Q3 2023.
923 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2025.

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