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Destiny Wealth Partners, LLC Buys Hartford Total Return Bond ETF, Vanguard Total World Bond ETF, Virtus Seix Senior Loan ETF, Sells Equifax Inc, Schwab U.S. Tips ETF, SPDR Portfolio Short Term Treasury ETF

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Oct 28, 2021
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Investment company Destiny Wealth Partners, LLC (Current Portfolio) buys Hartford Total Return Bond ETF, Vanguard Total World Bond ETF, Virtus Seix Senior Loan ETF, iShares Bloomberg Roll Select Commodity Strategy E, Global X U.S. Infrastructure Development ETF, sells Equifax Inc, Schwab U.S. Tips ETF, SPDR Portfolio Short Term Treasury ETF, iShares Core S&P 500 ETF, Microsoft Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Destiny Wealth Partners, LLC. As of 2021Q3, Destiny Wealth Partners, LLC owns 519 stocks with a total value of $490 million. These are the details of the buys and sells.

For the details of Destiny Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/destiny+wealth+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Destiny Wealth Partners, LLC
  1. iShares 0-5 Year Investment Grade Corporate Bond E (SLQD) - 395,225 shares, 4.17% of the total portfolio. Shares reduced by 11.26%
  2. PGIM Ultra Short Bond ETF (PULS) - 374,804 shares, 3.80% of the total portfolio. Shares added by 1.62%
  3. iShares 0-5 Year TIPS Bond ETF (STIP) - 173,063 shares, 3.73% of the total portfolio. Shares reduced by 13.08%
  4. SPDR Portfolio Short Term Corporate Bond ETF (SPSB) - 465,057 shares, 2.96% of the total portfolio. Shares reduced by 7.81%
  5. Amazon.com Inc (AMZN) - 4,382 shares, 2.94% of the total portfolio. Shares reduced by 4.72%
New Purchase: Hartford Total Return Bond ETF (HTRB)

Destiny Wealth Partners, LLC initiated holding in Hartford Total Return Bond ETF. The purchase prices were between $40.66 and $41.25, with an estimated average price of $40.98. The stock is now traded at around $40.710000. The impact to a portfolio due to this purchase was 2.22%. The holding were 267,323 shares as of 2021-09-30.

New Purchase: Vanguard Total World Bond ETF (BNDW)

Destiny Wealth Partners, LLC initiated holding in Vanguard Total World Bond ETF. The purchase prices were between $79.76 and $81.1, with an estimated average price of $80.55. The stock is now traded at around $79.670000. The impact to a portfolio due to this purchase was 1.76%. The holding were 108,315 shares as of 2021-09-30.

New Purchase: Virtus Seix Senior Loan ETF (SEIX)

Destiny Wealth Partners, LLC initiated holding in Virtus Seix Senior Loan ETF. The purchase prices were between $24.77 and $25.09, with an estimated average price of $24.91. The stock is now traded at around $25.205000. The impact to a portfolio due to this purchase was 1.62%. The holding were 315,954 shares as of 2021-09-30.

New Purchase: iShares Bloomberg Roll Select Commodity Strategy E (CMDY)

Destiny Wealth Partners, LLC initiated holding in iShares Bloomberg Roll Select Commodity Strategy E. The purchase prices were between $53.47 and $58.68, with an estimated average price of $55.71. The stock is now traded at around $60.160000. The impact to a portfolio due to this purchase was 1.6%. The holding were 134,423 shares as of 2021-09-30.

New Purchase: Global X U.S. Infrastructure Development ETF (PAVE)

Destiny Wealth Partners, LLC initiated holding in Global X U.S. Infrastructure Development ETF. The purchase prices were between $24.68 and $27.63, with an estimated average price of $26.36. The stock is now traded at around $27.630000. The impact to a portfolio due to this purchase was 1.27%. The holding were 245,726 shares as of 2021-09-30.

New Purchase: Western Asset Total Return ETF (WBND)

Destiny Wealth Partners, LLC initiated holding in Western Asset Total Return ETF. The purchase prices were between $94.51 and $96.26, with an estimated average price of $95.42. The stock is now traded at around $26.650000. The impact to a portfolio due to this purchase was 1.23%. The holding were 223,491 shares as of 2021-09-30.

Added: First Trust Preferred Securities and Income ETF (FPE)

Destiny Wealth Partners, LLC added to a holding in First Trust Preferred Securities and Income ETF by 32.23%. The purchase prices were between $20.32 and $20.61, with an estimated average price of $20.45. The stock is now traded at around $20.500000. The impact to a portfolio due to this purchase was 0.17%. The holding were 169,363 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

Destiny Wealth Partners, LLC added to a holding in iShares Global Tech ETF by 460.46%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $60.390000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,402 shares as of 2021-09-30.

Added: Vanguard FTSE Emerging Markets ETF (VWO)

Destiny Wealth Partners, LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 31.61%. The purchase prices were between $48.9 and $53.52, with an estimated average price of $51.26. The stock is now traded at around $51.300000. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,846 shares as of 2021-09-30.

Sold Out: Equifax Inc (EFX)

Destiny Wealth Partners, LLC sold out a holding in Equifax Inc. The sale prices were between $241.17 and $278.28, with an estimated average price of $259.92.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

Destiny Wealth Partners, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.08 and $86.29, with an estimated average price of $86.19.

Sold Out: State Street Corporation (STT)

Destiny Wealth Partners, LLC sold out a holding in State Street Corporation. The sale prices were between $79.59 and $94.28, with an estimated average price of $87.03.

Sold Out: Eaton Corp PLC (ETN)

Destiny Wealth Partners, LLC sold out a holding in Eaton Corp PLC. The sale prices were between $149.19 and $170.21, with an estimated average price of $159.79.



Here is the complete portfolio of Destiny Wealth Partners, LLC. Also check out:

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3. Destiny Wealth Partners, LLC's High Yield stocks
4. Stocks that Destiny Wealth Partners, LLC keeps buying
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