Lake Point Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lake Point Wealth Management’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
2019 Q2	$26K	Hold	238	–	–	0.01%	215
2019 Q1	$26K	Buy	+238	New	+$24.9K	0.01%	215

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Lake Point Wealth Management's IEF Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2019 at 238 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #215.

Lake Point Wealth Management first reported a position in IEF in Q1 2019 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold IEF as of Q2 2019.

Lake Point Wealth Management held 238 shares of iShares 7-10 Year Treasury Bond ETF worth $26K as of Q2 2019.
Lake Point Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2019.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #215 holding.
Lake Point Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 2 quarters since.
499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.