Oliver Lagore Vanvalin Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$28.2K	Buy	+254	New	+$27.7K	0.01%	308
2024 Q4	$24.9K	Hold	234	–	–	0.01%	333
2024 Q3	$25.9K	Sell	234 -552	-70%	-$60K	0.01%	315
2024 Q2	$84K	Sell	786 -401	-34%	-$42.6K	0.02%	183
2024 Q1	$127K	Sell	1,187 -19,055	-94%	-$2.04M	0.04%	160
2023 Q4	$2.18M	Buy	20,242 +1,718	+9%	+$180K	0.81%	21
2023 Q3	$1.92M	Sell	18,524 -42,979	-70%	-$4.55M	0.76%	22
2023 Q2	$6.62M	Buy	61,503 +57,088	+1,293%	+$6.22M	2.42%	11
2023 Q1	$487K	Sell	4,415 -5,698	-56%	-$617K	0.21%	52
2022 Q4	$1.08M	Buy	10,113 +4,986	+97%	+$532K	0.61%	33
2022 Q3	$538K	Buy	5,127 +65	+1%	+$7.36K	0.35%	44
2022 Q2	$577K	Buy	5,062 +1,638	+48%	+$194K	0.34%	44
2022 Q1	$414K	Sell	3,424 -52,256	-94%	-$6.57M	0.28%	67
2021 Q4	$7.19M	Buy	+55,680	New	+$7.18M	0.52%	30

Other funds holding TIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2025: 254 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TIP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TIP in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.19M in Q4 2021. 975 funds tracked by Wall St. Rank hold TIP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 254 shares of iShares TIPS Bond ETF worth $28.2K as of Q2 2025.
iShares TIPS Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares TIPS Bond ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #308 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares TIPS Bond ETF position peaked at $7.19M in Q4 2021.
975 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2025.

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