Lake Point Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$4K	Buy	68 +58	+580%	+$3.31K	﹤0.01%	251
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	386
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	392
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	365
2021 Q2	$1K	Buy	+10	New	+$709	﹤0.01%	377
2020 Q1	$0	Hold	10	–	–	﹤0.01%	421
2019 Q4	$0	Buy	+10	New	+$446	﹤0.01%	618
2019 Q2	$0	Hold	10	–	–	﹤0.01%	676
2019 Q1	$0	Hold	10	–	–	﹤0.01%	765
2018 Q4	$0	Buy	+10	New	+$315	﹤0.01%	845

Other funds holding ITB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Lake Point Wealth Management increased its iShares US Home Construction ETF (ITB) stake by 580% in Q2 2022, buying an estimated $3.31K and bringing the position to 68 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Lake Point Wealth Management first reported a position in ITB in Q4 2018 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

Lake Point Wealth Management held 68 shares of iShares US Home Construction ETF worth $4K as of Q2 2022.
Lake Point Wealth Management bought 58 iShares US Home Construction ETF shares in Q2 2022, an estimated $3.31K.
iShares US Home Construction ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #251 holding.
Lake Point Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2018 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

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