Lake Street Advisors Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$871K	Hold	39,248	–	–	0.04%	242
2024 Q3	$888K	Buy	39,248 +6,802	+21%	+$154K	0.04%	232
2024 Q2	$716K	Sell	32,446 -66	-0.2%	-$1.46K	0.03%	263
2024 Q1	$720K	Sell	32,512 -14,389	-31%	-$319K	0.03%	276
2023 Q4	$1.05M	Buy	+46,901	New	+$1.05M	0.05%	215