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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-71	Closed	-$4K	–	430
2021 Q2	$4K	Buy	+71	New	+$3.64K	﹤0.01%	270
2020 Q1	$10.9M	Buy	216,157 +15,544	+8%	+$784K	9.61%	5
2019 Q4	$10.1M	Buy	+200,613	New	+$10.1M	3.36%	13
2019 Q2	$8.88M	Hold	176,114	–	–	3.08%	13
2019 Q1	$8.88M	Buy	176,114 +140,239	+391%	+$6.93M	3.08%	13
2018 Q4	$1.76M	Buy	+35,875	New	+$1.75M	0.66%	33

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lake Point Wealth Management's ISTB Position: Q3 2021 in Review

Lake Point Wealth Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q3 2021, closing a stake of 71 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in ISTB in Q4 2018 and held it in 6 quarters. The position peaked at $10.9M in Q1 2020. 351 funds tracked by Wall St. Rank hold ISTB as of Q3 2021.

Lake Point Wealth Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q3 2021 after selling out during the quarter.
Lake Point Wealth Management sold 71 iShares Core 1-5 Year USD Bond ETF shares in Q3 2021, an estimated $4K.
Lake Point Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2018 and held it in 6 quarters.
Lake Point Wealth Management's iShares Core 1-5 Year USD Bond ETF position peaked at $10.9M in Q1 2020.
351 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.