LSAG
IBTG icon

Lake Street Advisors Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Lake Street Advisors Group’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$251K 0.02% 343
2024
Q2 		$709K Sell
31,314
-75
-0.2% -$1.69K 0.03% 268
2024
Q1 		$713K Sell
31,389
-14,936
-32% -$340K 0.03% 282
2023
Q4 		$1.06M Buy
46,325
+22,897
+98% +$517K 0.05% 214
2023
Q3 		$526K Buy
+23,428
New +$528K 0.03% 204

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Lake Street Advisors Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.4% in Q4 2024, selling an estimated $25.2K and leaving 19,261 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #351.

Lake Street Advisors Group first reported a position in IBTG in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2023. 248 funds tracked by Wall St. Rank hold IBTG as of Q4 2024.

  • Lake Street Advisors Group held 19,261 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $439K as of Q4 2024.
  • Lake Street Advisors Group sold 1,104 iShares iBonds Dec 2026 Term Treasury ETF shares in Q4 2024, an estimated $25.2K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #351 holding.
  • Lake Street Advisors Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 6 quarters since.
  • Lake Street Advisors Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.06M in Q4 2023.
  • 248 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q4 2024.

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