Lake Street Advisors Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $439K | Sell |
19,261
-1,104
| -5% | -$25.2K | 0.02% | 351 |
|
|
2024
Q3 | $470K | Sell |
20,365
-10,949
| -35% | -$253K | 0.02% | 343 |
|
|
2024
Q2 | $709K | Sell |
31,314
-75
| -0.2% | -$1.7K | 0.03% | 268 |
|
|
2024
Q1 | $713K | Sell |
31,389
-14,936
| -32% | -$339K | 0.03% | 282 |
|
|
2023
Q4 | $1.06M | Buy |
46,325
+22,897
| +98% | +$523K | 0.05% | 214 |
|
|
2023
Q3 | $526K | Buy |
+23,428
| New | +$526K | 0.03% | 204 |
|