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
2022 Q1	$366K	Sell
2021 Q4	$415K	Hold
2021 Q3	$416K	Hold
2021 Q2	$417K	Buy
2020 Q1	$3.24M	Sell
2019 Q4	$3.31M	Buy
2019 Q2	$2.56M	Hold
2019 Q1	$2.56M	Buy
2018 Q4	$1.01M	Buy