Lake Point Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$0	Hold	3	–	–	﹤0.01%	498
2022 Q1	$0	Hold	3	–	–	﹤0.01%	476
2021 Q4	$0	Hold	3	–	–	﹤0.01%	481
2021 Q3	$0	Hold	3	–	–	﹤0.01%	453
2021 Q2	$0	Buy	+3	New	+$259	﹤0.01%	436
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	277
2019 Q4	$2K	Buy	+18	New	+$1.52K	﹤0.01%	508
2019 Q2	$6K	Hold	72	–	–	﹤0.01%	404
2019 Q1	$6K	Sell	72 -4,609	-98%	-$386K	﹤0.01%	404
2018 Q4	$391K	Buy	+4,681	New	+$389K	0.15%	97

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lake Point Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2022 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Lake Point Wealth Management first reported a position in SHY in Q4 2018 and has held it in 10 quarters since. The position peaked at $391K in Q4 2018. 995 funds tracked by Wall St. Rank hold SHY as of Q2 2022.

Lake Point Wealth Management held 3 shares of iShares 1-3 Year Treasury Bond ETF worth $0 as of Q2 2022.
Lake Point Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2022.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #498 holding.
Lake Point Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $391K in Q4 2018.
995 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2022.

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