Brewin Dolphin Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$594K Buy
8,065
+794
+11% +$61.7K 0.06% 89
2022
Q1
$598K Buy
7,271
+2,861
+65% +$239K 0.07% 89
2021
Q4
$384K Buy
4,410
+248
+6% +$21.5K 0.04% 108
2021
Q3
$364K Buy
4,162
+305
+8% +$26.8K 0.04% 111
2021
Q2
$340K Buy
3,857
+2,844
+281% +$248K 0.04% 106
2021
Q1
$88.3K Buy
1,013
+193
+24% +$16.8K 0.01% 146
2020
Q4
$71.6K Hold
820
0.01% 145
2020
Q3
$68.8K Hold
820
0.01% 142
2020
Q2
$66.9K Buy
+820
New +$66.1K 0.01% 140

Other funds holding HYG

Brewin Dolphin Wealth Management's HYG Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 11% in Q2 2022, buying an estimated $61.7K and bringing the position to 8,065 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #89.

Brewin Dolphin Wealth Management first reported a position in HYG in Q2 2020 and has held it in 9 quarters since. The position peaked at $598K in Q1 2022. 789 funds tracked by Wall St. Rank hold HYG as of Q2 2022.

  • Brewin Dolphin Wealth Management held 8,065 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $594K as of Q2 2022.
  • Brewin Dolphin Wealth Management bought 794 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2022, an estimated $61.7K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.06% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #89 holding.
  • Brewin Dolphin Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2020 and has held it in 9 quarters since.
  • Brewin Dolphin Wealth Management's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $598K in Q1 2022.
  • 789 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.