Oliver Lagore Vanvalin Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.99K	Buy	+19	New	+$1.95K	﹤0.01%	554
2024 Q4	–	Hold	0	–	–	–	678
2024 Q3	–	Hold	0	–	–	–	676
2024 Q2	–	Hold	0	–	–	–	720
2024 Q1	–	Hold	0	–	–	–	723
2023 Q2	–	Sell	-6	Closed	-$595	–	834
2023 Q1	$595	Buy	+6	New	+$586	﹤0.01%	642

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025: 19 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in STIP as recently as Q1 2023.

Oliver Lagore Vanvalin Investment Group first reported a position in STIP in Q1 2023 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 19 shares of iShares 0-5 Year TIPS Bond ETF worth $1.99K as of Q2 2025.
iShares 0-5 Year TIPS Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #554 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 2 quarters since.
757 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

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