Destination Wealth Management’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,271	Closed	-$251K	–	159
2020 Q1	$251K	Buy	+2,271	New	+$247K	0.02%	147
2019 Q3	–	Sell	-84	Closed	-$9K	–	348
2019 Q2	$9K	Buy	+84	New	+$8.94K	﹤0.01%	442
2018 Q4	–	Sell	-278	Closed	-$29K	–	633
2018 Q3	$29K	Hold	278	–	–	﹤0.01%	361
2018 Q2	$29K	Buy	+278	New	+$28.9K	﹤0.01%	313

Other funds holding MBB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destination Wealth Management's MBB Position: Q2 2020 in Review

Destination Wealth Management sold out of iShares MBS ETF (MBB) in Q2 2020, closing a stake of 2,271 shares — an estimated $251K sold.

Destination Wealth Management first reported a position in MBB in Q2 2018 and held it in 4 quarters. The position peaked at $251K in Q1 2020. 543 funds tracked by Wall St. Rank hold MBB as of Q2 2020.

Destination Wealth Management reported no remaining iShares MBS ETF position as of Q2 2020 after selling out during the quarter.
Destination Wealth Management sold 2,271 iShares MBS ETF shares in Q2 2020, an estimated $251K.
Destination Wealth Management first reported a position in iShares MBS ETF in Q2 2018 and held it in 4 quarters.
Destination Wealth Management's iShares MBS ETF position peaked at $251K in Q1 2020.
543 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2020.

Based on Destination Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.