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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5K	Buy
2019 Q1	–	Sell
2018 Q4	$4.68M	Buy