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Oliver Lagore Vanvalin Investment Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.8M Buy
+173,296
New +$15.1M 6.19% 1
2024
Q4 		$248K Buy
2,842
+37
+1% +$3.4K 0.06% 111
2024
Q3 		$275K Sell
2,805
-29,987
-91% -$2.89M 0.07% 103
2024
Q2 		$3.01M Sell
32,792
-28,201
-46% -$2.57M 0.86% 22
2024
Q1 		$5.77M Buy
60,993
+43,077
+240% +$4.07M 1.69% 9
2023
Q4 		$1.77M Sell
17,916
-24,004
-57% -$2.17M 0.66% 23
2023
Q3 		$3.72M Sell
41,920
-101,740
-71% -$9.78M 1.47% 9
2023
Q2 		$14.8M Buy
143,660
+71,569
+99% +$7.42M 5.41% 4
2023
Q1 		$7.67M Buy
72,091
+58,540
+432% +$6.13M 3.28% 10
2022
Q4 		$1.35M Sell
13,551
-3,820
-22% -$385K 0.76% 26
2022
Q3 		$1.78M Buy
17,371
+784
+5% +$88.3K 1.15% 17
2022
Q2 		$1.91M Sell
16,587
-16,448
-50% -$1.94M 1.11% 18
2022
Q1 		$4.37M Buy
+33,035
New +$4.56M 2.93% 7

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2025: 173,296 shares worth $15.8M. The stake represents 6.19% of the portfolio and ranks #1 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TLT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TLT in Q1 2022 and has held it in 13 quarters since. 1,102 funds tracked by Wall St. Rank hold TLT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 173,296 shares of iShares 20+ Year Treasury Bond ETF worth $15.8M as of Q2 2025.
  • iShares 20+ Year Treasury Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares 20+ Year Treasury Bond ETF made up 6.19% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #1 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,102 funds tracked by Wall St. Rank held iShares 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.