Lake Point Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$4K Buy
2020
Q1
$10.9M Buy
2019
Q4
$10.1M Buy
2019
Q2
$8.88M Hold
2019
Q1
$8.88M Buy
2018
Q4
$1.76M Buy