Lake Street Advisors Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$820K Sell
2024
Q3
$873K Hold
2024
Q2
$833K Buy
2024
Q1
$683K Buy
2018
Q3
Sell
2018
Q2
$254K Sell
2018
Q1
$264K Sell
2017
Q4
$301K Buy