OLVIG
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Oliver Lagore Vanvalin Investment Group’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$9.36K Hold
85
– – ﹤0.01% 455
2024
Q3 		$9.4K Hold
85
– – ﹤0.01% 436
2024
Q2 		$9.39K Hold
85
– – ﹤0.01% 424
2024
Q1 		$9.4K Buy
85
+43
+102% +$4.74K ﹤0.01% 422
2023
Q4 		$4.63K Sell
42
-10
-19% -$1.1K ﹤0.01% 535
2023
Q3 		$5.74K Sell
52
-195
-79% -$21.5K ﹤0.01% 526
2023
Q2 		$27.3K Buy
+247
New +$27.2K 0.01% 333

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SHV Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its iShares 0-1 Year Treasury Bond ETF (SHV) position steady in Q4 2024 at 85 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Oliver Lagore Vanvalin Investment Group first reported a position in SHV in Q2 2023 and has held it in 7 quarters since. The position peaked at $27.3K in Q2 2023. 723 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 85 shares of iShares 0-1 Year Treasury Bond ETF worth $9.36K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its iShares 0-1 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #455 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares 0-1 Year Treasury Bond ETF position peaked at $27.3K in Q2 2023.
  • 723 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.