Lake Point Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$5K	Buy	+41	New	+$5K	﹤0.01%	237
2019 Q1	–	Sell	-42,397	Closed	-$4.68M	–	836
2018 Q4	$4.68M	Buy	+42,397	New	+$4.68M	1.75%	12