Lake Street Advisors Group’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lake Street Advisors Group’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$439K	Sell	19,115 -1,287	-6%	-$29.4K	0.02%	352
2024 Q3	$478K	Buy	20,402 +481	+2%	+$11.1K	0.02%	341
2024 Q2	$450K	Sell	19,921 -5,151	-21%	-$115K	0.02%	346
2024 Q1	$571K	Sell	25,072 -1,814	-7%	-$41.2K	0.03%	319
2023 Q4	$619K	Buy	26,886 +8,916	+50%	+$198K	0.03%	295
2023 Q3	$396K	Buy	17,970 +2,725	+18%	+$61.3K	0.02%	217
2023 Q2	$349K	Sell	15,245 -474	-3%	-$11K	0.02%	221
2023 Q1	$368K	Buy	+15,719	New	+$363K	0.02%	211

Other funds holding GOVT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Lake Street Advisors Group's GOVT Position: Q4 2024 in Review

Lake Street Advisors Group reduced its iShares US Treasury Bond ETF (GOVT) stake by 6.3% in Q4 2024, selling an estimated $29.4K and leaving 19,115 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #352.

Lake Street Advisors Group first reported a position in GOVT in Q1 2023 and has held it in 8 quarters since. The position peaked at $619K in Q4 2023. 789 funds tracked by Wall St. Rank hold GOVT as of Q4 2024.

Lake Street Advisors Group held 19,115 shares of iShares US Treasury Bond ETF worth $439K as of Q4 2024.
Lake Street Advisors Group sold 1,287 iShares US Treasury Bond ETF shares in Q4 2024, an estimated $29.4K.
iShares US Treasury Bond ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #352 holding.
Lake Street Advisors Group first reported a position in iShares US Treasury Bond ETF in Q1 2023 and has held it in 8 quarters since.
Lake Street Advisors Group's iShares US Treasury Bond ETF position peaked at $619K in Q4 2023.
789 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.