OLVIG
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Oliver Lagore Vanvalin Investment Group’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$77.2K Buy
+1,510
New +$76.3K 0.03% 205
2024
Q4 		$91.4K Sell
1,818
-428
-19% -$21.9K 0.02% 188
2024
Q3 		$118K Sell
2,246
-810
-27% -$41.8K 0.03% 166
2024
Q2 		$153K Buy
3,056
+133
+5% +$6.65K 0.04% 138
2024
Q1 		$148K Sell
2,923
-1,766
-38% -$89.4K 0.04% 150
2023
Q4 		$240K Sell
4,689
-6,982
-60% -$341K 0.09% 102
2023
Q3 		$561K Sell
11,671
-20,150
-63% -$991K 0.22% 77
2023
Q2 		$1.59M Buy
+31,821
New +$1.6M 0.58% 32

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2025: 1,510 shares worth $77.2K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in USIG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in USIG in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.59M in Q2 2023. 403 funds tracked by Wall St. Rank hold USIG as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,510 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $77.2K as of Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #205 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.59M in Q2 2023.
  • 403 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2025.

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