Lake Point Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$366K	Hold	3,496	–	–	0.21%	21
2022 Q1	$366K	Sell	3,496 -372	-10%	-$39.4K	0.17%	19
2021 Q4	$415K	Hold	3,868	–	–	0.18%	22
2021 Q3	$416K	Hold	3,868	–	–	0.19%	18
2021 Q2	$417K	Buy	+3,868	New	+$417K	0.19%	19
2020 Q1	$3.24M	Sell	30,484 -524	-2%	-$55.7K	2.85%	10
2019 Q4	$3.31M	Buy	+31,008	New	+$3.31M	1.1%	20
2019 Q2	$2.56M	Hold	24,057	–	–	0.89%	21
2019 Q1	$2.56M	Buy	24,057 +14,451	+150%	+$1.53M	0.89%	21
2018 Q4	$1.01M	Buy	+9,606	New	+$1.01M	0.38%	50

Other funds holding SUB

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Lake Point Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2022 at 3,496 shares worth $366K. The position accounts for 0.21% of the portfolio, ranked #21.

Lake Point Wealth Management first reported a position in SUB in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2019. 689 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

Lake Point Wealth Management held 3,496 shares of iShares Short-Term National Muni Bond ETF worth $366K as of Q2 2022.
Lake Point Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2022.
iShares Short-Term National Muni Bond ETF made up 0.21% of Lake Point Wealth Management's portfolio in Q2 2022, its #21 holding.
Lake Point Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $3.31M in Q4 2019.
689 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

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