Lake Point Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$6K	Buy	+128	New	+$6.08K	﹤0.01%	213
2020 Q1	$11K	Hold	207	–	–	0.01%	103
2019 Q4	$11K	Buy	+207	New	+$10.8K	﹤0.01%	261
2019 Q2	$11K	Hold	207	–	–	﹤0.01%	308
2019 Q1	$11K	Buy	+207	New	+$10.3K	﹤0.01%	308

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Lake Point Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2022: 128 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #213 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in IUSB as recently as Q1 2020.

Lake Point Wealth Management first reported a position in IUSB in Q1 2019 and has held it in 5 quarters since. The position peaked at $11K in Q1 2020. 475 funds tracked by Wall St. Rank hold IUSB as of Q2 2022.

Lake Point Wealth Management held 128 shares of iShares Core Universal USD Bond ETF worth $6K as of Q2 2022.
iShares Core Universal USD Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #213 holding.
Lake Point Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 5 quarters since.
Lake Point Wealth Management's iShares Core Universal USD Bond ETF position peaked at $11K in Q1 2020.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2022.

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