OLIVER LAGORE VANVALIN INVESTMENT GROUP IEI holdings history
ISHARES 3-7 YEAR TREASURY BO · CUSIP 464288661 · CIK 1907568
As of 2025-06-30, OLIVER LAGORE VANVALIN INVESTMENT GROUP reported 308 IEI (shares), valued at $36.42K, or 0.01% of its reported non-derivative portfolio. Filed 2025-07-10.
Verify history & sources →A comparable prior-quarter record is unavailable; changes are not inferred.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 0.01% | 308 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | 0.02% | 706 | SEC filing ↗Filed Apr 1, 2025 |
| Q3 2024 | 3.69% | 115,354 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 2.33% | 70,217 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 0.68% | 19,610 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.37% | 31,489 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.37% | 31,489 | $3.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 0.68% | 19,610 | $2.27M | Shares decreased 37.72%; reported value decreased 38.43%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.33% | 70,217 | $8.11M | Shares increased 258.07%; reported value increased 257.01%, and weight changed +1.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 3.69% | 115,354 | $13.80M | Shares increased 64.28%; reported value increased 70.17%, and weight changed +1.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 0.02% | 706 | $81.53K | Shares decreased 99.39%; reported value decreased 99.41%, and weight changed -3.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 1, 2025 |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | 0.01% | 308 | $36.42K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.