Number of Shares
1.41 Mil
Current Holdings Value*
$73.82 Mil
% of Portfolio
2.33%
Total Estimate Gain
$4.62 Mil
% of Total Estimate Gain
4.34%

Destination Wealth Management's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, Destination Wealth Management held 1.41 Mil shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $73.82 Mil. This investment constitutes 2.33% of their stock portfolio, and Destination Wealth Management now holds 0.35% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2013Q4. And since then Destination Wealth Management has made 29 purchases of IGSB, at an average price of $49.17, for a total of 2.17 Mil shares. In addition, there have been 8 sales at an average price of $48.74 for 758,500.00 shares. Based on historical transaction data and IGSB's current price of $52.68, Destination Wealth Management's estimated gain on his IGSB holdings is $4.62 Mil, reflecting a 4.34% gain to date.

Destination Wealth Management IGSB ($52.68) Holding Chart

Destination Wealth Management IGSB ($52.68) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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