Lake Point Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lake Point Wealth Management’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$3K	Buy	+142	New	+$3.42K	﹤0.01%	279

Other funds holding GOVT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Lake Point Wealth Management's GOVT Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares US Treasury Bond ETF (GOVT) in Q2 2022: 142 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #279 among its holdings.

577 funds tracked by Wall St. Rank hold GOVT as of Q2 2022.

Lake Point Wealth Management held 142 shares of iShares US Treasury Bond ETF worth $3K as of Q2 2022.
iShares US Treasury Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares US Treasury Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #279 holding.
577 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.