Lake Point Wealth Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5K	Buy	+41	New	+$4.52K	﹤0.01%	237
2019 Q1	–	Sell	-42,397	Closed	-$4.68M	–	834
2018 Q4	$4.68M	Buy	+42,397	New	+$4.68M	1.75%	12

Other funds holding SHV

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Lake Point Wealth Management opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2022: 41 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in SHV as recently as Q4 2018.

Lake Point Wealth Management first reported a position in SHV in Q4 2018 and has held it in 2 quarters since. The position peaked at $4.68M in Q4 2018. 527 funds tracked by Wall St. Rank hold SHV as of Q2 2022.

Lake Point Wealth Management held 41 shares of iShares 0-1 Year Treasury Bond ETF worth $5K as of Q2 2022.
iShares 0-1 Year Treasury Bond ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares 0-1 Year Treasury Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #237 holding.
Lake Point Wealth Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2018 and has held it in 2 quarters since.
Lake Point Wealth Management's iShares 0-1 Year Treasury Bond ETF position peaked at $4.68M in Q4 2018.
527 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2022.

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