Brewin Dolphin Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$6K	Hold	55	–	–	﹤0.01%	303
2022 Q1	$7K	Buy	+55	New	+$6.86K	﹤0.01%	305

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Brewin Dolphin Wealth Management held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q2 2022 at 55 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Brewin Dolphin Wealth Management first reported a position in LQD in Q1 2022 and has held it in 2 quarters since. The position peaked at $7K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold LQD as of Q2 2022.

Brewin Dolphin Wealth Management held 55 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $6K as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q2 2022.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #303 holding.
Brewin Dolphin Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 2 quarters since.
Brewin Dolphin Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $7K in Q1 2022.
1,005 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2022.

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