Lake Street Advisors Group’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,963	Closed	-$242K	–	326
2021 Q2	$242K	Hold	2,963	–	–	0.02%	283
2021 Q1	$242K	Buy	+2,963	New	+$248K	0.02%	269

Other funds holding ISHG

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

WCM

Wisconsin Capital Management Madison, Wisconsin $182M AUM 38.99% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Lake Street Advisors Group's ISHG Position: Q3 2021 in Review

Lake Street Advisors Group sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q3 2021, closing a stake of 2,963 shares — an estimated $242K sold.

Lake Street Advisors Group first reported a position in ISHG in Q1 2021 and held it in 2 quarters. The position peaked at $242K in Q2 2021. 27 funds tracked by Wall St. Rank hold ISHG as of Q3 2021.

Lake Street Advisors Group reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Lake Street Advisors Group sold 2,963 iShares 1-3 Year International Treasury Bond ETF shares in Q3 2021, an estimated $242K.
Lake Street Advisors Group first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q1 2021 and held it in 2 quarters.
Lake Street Advisors Group's iShares 1-3 Year International Treasury Bond ETF position peaked at $242K in Q2 2021.
27 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.