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Oliver Lagore Vanvalin Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$38.7K Buy
+468
New +$38.6K 0.02% 278
2024
Q4 		$2.56M Sell
31,181
-47,848
-61% -$3.93M 0.65% 31
2024
Q3 		$6.57M Buy
79,029
+79,014
+526,760% +$6.52M 1.76% 9
2024
Q2 		$1.25K Sell
15
-1
-6% -$81 ﹤0.01% 638
2024
Q1 		$1.32K Sell
16
-147
-90% -$12K ﹤0.01% 645
2023
Q4 		$13.4K Sell
163
-355
-69% -$28.9K 0.01% 371
2023
Q3 		$41.9K Sell
518
-22,939
-98% -$1.86M 0.02% 261
2023
Q2 		$1.9M Buy
23,457
+17,878
+320% +$1.46M 0.7% 26
2023
Q1 		$458K Sell
5,579
-22,993
-80% -$1.87M 0.2% 56
2022
Q4 		$2.32M Sell
28,572
-414,709
-94% -$33.6M 1.31% 17
2022
Q3 		$36M Buy
443,281
+181,782
+70% +$15M 23.21% 1
2022
Q2 		$21.6M Buy
261,499
+261,498
+26,149,800% +$21.7M 12.62% 1
2022
Q1 		$0 Buy
+1
New +$85 ﹤0.01% 581

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025: 468 shares worth $38.7K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SHY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SHY in Q1 2022 and has held it in 13 quarters since. The position peaked at $36M in Q3 2022. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 468 shares of iShares 1-3 Year Treasury Bond ETF worth $38.7K as of Q2 2025.
  • iShares 1-3 Year Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #278 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $36M in Q3 2022.
  • 1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

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