Oliver Lagore Vanvalin Investment Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.86K	Buy	+46	New	+$4.86K	﹤0.01%	499
2024 Q4	$8.86K	Sell	84 -4	-5%	-$422	﹤0.01%	461
2024 Q3	$9.35K	Hold	88	–	–	﹤0.01%	437
2024 Q2	$9.2K	Buy	88 +8	+10%	+$836	﹤0.01%	429
2024 Q1	$8.38K	Hold	80	–	–	﹤0.01%	436
2023 Q4	$8.43K	Sell	80 -105	-57%	-$10.9K	﹤0.01%	441
2023 Q3	$19K	Hold	185	–	–	0.01%	351
2023 Q2	$19.2K	Buy	185 +47	+34%	+$4.89K	0.01%	375
2023 Q1	$14.4K	Buy	+138	New	+$14.4K	0.01%	333

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025: 46 shares worth $4.86K. The stake represents ﹤0.01% of the portfolio and ranks #499 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SUB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SUB in Q1 2023 and has held it in 9 quarters since. The position peaked at $19.2K in Q2 2023. 848 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 46 shares of iShares Short-Term National Muni Bond ETF worth $4.86K as of Q2 2025.
iShares Short-Term National Muni Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #499 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Short-Term National Muni Bond ETF position peaked at $19.2K in Q2 2023.
848 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

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