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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$0 Hold
2022
Q1
$0 Hold
2021
Q4
$0 Hold
2021
Q3
$0 Hold
2021
Q2
$0 Buy
2020
Q1
$2K Hold
2019
Q4
$2K Buy
2019
Q2
$6K Hold
2019
Q1
$6K Sell
2018
Q4
$391K Buy