Destination Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,466	Closed	-$237K	–	205
2022 Q3	$237K	Hold	2,466	–	–	0.01%	173
2022 Q2	$252K	Hold	2,466	–	–	0.01%	177
2022 Q1	$265K	Hold	2,466	–	–	0.01%	177
2021 Q4	$284K	Hold	2,466	–	–	0.01%	174
2021 Q3	$284K	Hold	2,466	–	–	0.01%	156
2021 Q2	$285K	Hold	2,466	–	–	0.01%	162
2021 Q1	$278K	Sell	2,466 -6	-0.2%	-$699	0.01%	160
2020 Q4	$297K	Buy	+2,472	New	+$297K	0.01%	143
2020 Q2	–	Sell	-12,346	Closed	-$1.5M	–	153
2020 Q1	$1.5M	Buy	+12,346	New	+$1.42M	0.09%	90
2019 Q3	–	Sell	-1,342	Closed	-$148K	–	294
2019 Q2	$148K	Buy	+1,342	New	+$144K	0.01%	151
2018 Q3	–	Sell	-92	Closed	-$9K	–	720
2018 Q2	$9K	Sell	92 -69	-43%	-$7.03K	﹤0.01%	404
2018 Q1	$17K	Buy	+161	New	+$16.6K	﹤0.01%	354
2016 Q4	–	Sell	-3,464	Closed	-$388K	–	174
2016 Q3	$388K	Sell	3,464 -4,308	-55%	-$483K	0.03%	124
2016 Q2	$878K	Buy	+7,772	New	+$860K	0.07%	87
2015 Q3	–	Sell	-7,323	Closed	-$769K	–	164
2015 Q2	$769K	Buy	+7,323	New	+$780K	0.05%	144

Other funds holding IEF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Destination Wealth Management's IEF Position: Q4 2022 in Review

Destination Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2022, closing a stake of 2,466 shares — an estimated $237K sold.

Destination Wealth Management first reported a position in IEF in Q2 2015 and held it in 15 quarters. The position peaked at $1.5M in Q1 2020. 726 funds tracked by Wall St. Rank hold IEF as of Q4 2022.

Destination Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Destination Wealth Management sold 2,466 iShares 7-10 Year Treasury Bond ETF shares in Q4 2022, an estimated $237K.
Destination Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2015 and held it in 15 quarters.
Destination Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.5M in Q1 2020.
726 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2022.

Based on Destination Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.