Lake Point Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5K	Buy	+93	New	+$4.74K	﹤0.01%	227
2019 Q2	$23K	Hold	428	–	–	0.01%	222
2019 Q1	$23K	Buy	+428	New	+$22.3K	0.01%	222

Other funds holding IGSB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

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

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

Lake Point Wealth Management opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q2 2022: 93 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in IGSB as recently as Q2 2019.

Lake Point Wealth Management first reported a position in IGSB in Q1 2019 and has held it in 3 quarters since. The position peaked at $23K in Q2 2019. 901 funds tracked by Wall St. Rank hold IGSB as of Q2 2022.

Lake Point Wealth Management held 93 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $5K as of Q2 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #227 holding.
Lake Point Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 3 quarters since.
Lake Point Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $23K in Q2 2019.
901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2022.

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