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

Lake Street Advisors Group’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$820K	Sell	8,872 -28	-0.3%	-$2.65K	0.04%	249
2024 Q3	$873K	Hold	8,900	–	–	0.04%	235
2024 Q2	$833K	Buy	8,900 +1,686	+23%	+$157K	0.04%	243
2024 Q1	$683K	Buy	+7,214	New	+$684K	0.03%	288
2018 Q3	–	Sell	-2,476	Closed	-$254K	–	262
2018 Q2	$254K	Sell	2,476 -78	-3%	-$7.95K	0.03%	260
2018 Q1	$264K	Sell	2,554 -297	-10%	-$30.6K	0.03%	232
2017 Q4	$301K	Buy	+2,851	New	+$302K	0.03%	218

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lake Street Advisors Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.31% in Q4 2024, selling an estimated $2.65K and leaving 8,872 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #249.

Lake Street Advisors Group first reported a position in IEF in Q4 2017 and has held it in 7 quarters since. The position peaked at $873K in Q3 2024. 974 funds tracked by Wall St. Rank hold IEF as of Q4 2024.

Lake Street Advisors Group held 8,872 shares of iShares 7-10 Year Treasury Bond ETF worth $820K as of Q4 2024.
Lake Street Advisors Group sold 28 iShares 7-10 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.65K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #249 holding.
Lake Street Advisors Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 7 quarters since.
Lake Street Advisors Group's iShares 7-10 Year Treasury Bond ETF position peaked at $873K in Q3 2024.
974 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2024.

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