Lake Street Advisors Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-30,665	Closed	-$712K	–	654
2024 Q2	$712K	Sell	30,665 -63	-0.2%	-$1.46K	0.03%	266
2024 Q1	$714K	Sell	30,728 -15,580	-34%	-$362K	0.03%	281
2023 Q4	$1.08M	Buy	46,308 +481	+1%	+$11.2K	0.05%	212
2023 Q3	$1.06M	Buy	+45,827	New	+$1.06M	0.06%	160