LSAG
IBTE

Lake Street Advisors Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Lake Street Advisors Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-44,503
Closed -$1.06M – 660
2023
Q3 		$1.06M Buy
+44,503
New +$1.06M 0.06% 159

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Lake Street Advisors Group's IBTE Position: Q4 2023 in Review

Lake Street Advisors Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2023, closing a stake of 44,503 shares — an estimated $1.06M sold.

Lake Street Advisors Group first reported a position in IBTE in Q3 2023 and held it in 1 quarter. The position peaked at $1.06M in Q3 2023. 277 funds tracked by Wall St. Rank hold IBTE as of Q4 2023.

  • Lake Street Advisors Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Lake Street Advisors Group sold 44,503 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2023, an estimated $1.06M.
  • Lake Street Advisors Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.06M in Q3 2023.
  • 277 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2023.

Based on Lake Street Advisors Group's 13F filing for Q4 2023, filed 13 Feb 2024.