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Lake Point Wealth Management’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Lake Point Wealth Management’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$31K Hold
624
– – 0.01% 198
2019
Q1 		$31K Sell
624
-26,260
-98% -$1.31M 0.01% 198
2018
Q4 		$1.34M Buy
+26,884
New +$1.34M 0.5% 38

Other funds holding NEAR

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Lake Point Wealth Management's NEAR Position: Q2 2019 in Review

Lake Point Wealth Management held its iShares Short Maturity Bond ETF (NEAR) position steady in Q2 2019 at 624 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #198.

Lake Point Wealth Management first reported a position in NEAR in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2018. 315 funds tracked by Wall St. Rank hold NEAR as of Q2 2019.

  • Lake Point Wealth Management held 624 shares of iShares Short Maturity Bond ETF worth $31K as of Q2 2019.
  • Lake Point Wealth Management left its iShares Short Maturity Bond ETF share count unchanged in Q2 2019.
  • iShares Short Maturity Bond ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #198 holding.
  • Lake Point Wealth Management first reported a position in iShares Short Maturity Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • Lake Point Wealth Management's iShares Short Maturity Bond ETF position peaked at $1.34M in Q4 2018.
  • 315 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.