Brewin Dolphin Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$86K	Buy	+840	New	+$86.2K	0.01%	161

Other funds holding IEF

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Brewin Dolphin Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2022: 840 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #161 among its holdings.

700 funds tracked by Wall St. Rank hold IEF as of Q2 2022.

Brewin Dolphin Wealth Management held 840 shares of iShares 7-10 Year Treasury Bond ETF worth $86K as of Q2 2022.
iShares 7-10 Year Treasury Bond ETF was a new Brewin Dolphin Wealth Management position in Q2 2022.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #161 holding.
700 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2022.

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