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Ishares Tr cmn shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $396k 18k 22.04
2023-06-30 $349k 15k 22.89
2023-03-31 $368k 16k 23.41

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

Top funds holding Ishares Tr cmn

Bank of America Corporation
Branch Banking & Trust Company
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Charles Schwab Investment Management
Goldman Sachs Group
Fund Evaluation Group
Peavine Capital Management
Jpmorgan Chase & Co
Prime Capital Investment Advisors
United Capital Financial Advisers
Mutual Advisors
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn