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