Oliver Lagore Vanvalin Investment Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	+2,340	New	+$235K	0.1%	123
2024 Q4	$12.4K	Sell	125 -5	-4%	-$517	﹤0.01%	421
2024 Q3	$14.2K	Hold	130	–	–	﹤0.01%	390
2024 Q2	$13.4K	Sell	130 -33	-20%	-$3.36K	﹤0.01%	381
2024 Q1	$17.1K	Hold	163	–	–	0.01%	357
2023 Q4	$17.6K	Buy	+163	New	+$16.3K	0.01%	335
2023 Q3	–	Sell	-1,601	Closed	-$177K	–	893
2023 Q2	$177K	Buy	1,601 +66	+4%	+$7.4K	0.06%	136
2023 Q1	$176K	Sell	1,535 -113	-7%	-$12.7K	0.08%	99
2022 Q4	$178K	Sell	1,648 -34	-2%	-$3.69K	0.1%	95
2022 Q3	$183K	Sell	1,682 -125	-7%	-$14.8K	0.12%	89
2022 Q2	$217K	Buy	1,807 +132	+8%	+$16.2K	0.13%	87
2022 Q1	$222K	Buy	+1,675	New	+$235K	0.15%	88

Other funds holding TLH

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025: 2,340 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #123 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TLH as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TLH in Q1 2022 and has held it in 12 quarters since. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,340 shares of iShares 10-20 Year Treasury Bond ETF worth $243K as of Q2 2025.
iShares 10-20 Year Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #123 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
542 funds tracked by Wall St. Rank held iShares 10-20 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.