Destination Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-140	Closed	-$17K	–	671
2019 Q1	$17K	Buy	+140	New	+$16.2K	﹤0.01%	403
2018 Q4	–	Sell	-5	Closed	-$1K	–	631
2018 Q3	$1K	Sell	5 -119	-96%	-$13.7K	﹤0.01%	649
2018 Q2	$14K	Buy	124 +54	+77%	+$6.22K	﹤0.01%	368
2018 Q1	$8K	Buy	+70	New	+$8.27K	﹤0.01%	415
2017 Q1	–	Sell	-2,569	Closed	-$301K	–	167
2016 Q4	$301K	Sell	2,569 -2,248	-47%	-$267K	0.02%	132
2016 Q3	$593K	Sell	4,817 -1,437	-23%	-$177K	0.05%	97
2016 Q2	$768K	Buy	+6,254	New	+$750K	0.06%	91
2014 Q2	–	Sell	-1,814	Closed	-$212K	–	134
2014 Q1	$212K	Buy	+1,814	New	+$210K	0.02%	115

Other funds holding LQD

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

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

Destination Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q2 2019, closing a stake of 140 shares — an estimated $17K sold.

Destination Wealth Management first reported a position in LQD in Q1 2014 and held it in 8 quarters. The position peaked at $768K in Q2 2016. 811 funds tracked by Wall St. Rank hold LQD as of Q2 2019.

Destination Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 140 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2019, an estimated $17K.
Destination Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2014 and held it in 8 quarters.
Destination Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $768K in Q2 2016.
811 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2019.

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