Destination Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Destination Wealth Management’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,020	Closed	-$100K	–	808
2019 Q1	$100K	Hold	4,020	–	–	0.01%	190
2018 Q4	$100K	Hold	4,020	–	–	0.01%	184
2018 Q3	$100K	Hold	4,020	–	–	0.01%	203
2018 Q2	$100K	Hold	4,020	–	–	0.01%	185
2018 Q1	$100K	Buy	+4,020	New	+$99.7K	0.01%	188

Other funds holding IBDK

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

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Destination Wealth Management's IBDK Position: Q2 2019 in Review

Destination Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q2 2019, closing a stake of 4,020 shares — an estimated $100K sold.

Destination Wealth Management first reported a position in IBDK in Q1 2018 and held it in 5 quarters. The position peaked at $100K in Q1 2019. 128 funds tracked by Wall St. Rank hold IBDK as of Q2 2019.

Destination Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 4,020 iShares iBonds Dec 2019 Term Corporate ETF shares in Q2 2019, an estimated $100K.
Destination Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 5 quarters.
Destination Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $100K in Q1 2019.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.