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Brewin Dolphin Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$144K Buy
1,261
+416
+49% +$49.3K 0.02% 136
2022
Q1 		$105K Buy
845
+55
+7% +$6.92K 0.01% 152
2021
Q4 		$102K Hold
790
– – 0.01% 158
2021
Q3 		$101K Hold
790
– – 0.01% 156
2021
Q2 		$101K Hold
790
– – 0.01% 155
2021
Q1 		$99.1K Buy
+790
New +$100K 0.02% 139

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Brewin Dolphin Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 49% in Q2 2022, buying an estimated $49.3K and bringing the position to 1,261 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #136.

Brewin Dolphin Wealth Management first reported a position in TIP in Q1 2021 and has held it in 6 quarters since. 1,291 funds tracked by Wall St. Rank hold TIP as of Q2 2022.

  • Brewin Dolphin Wealth Management held 1,261 shares of iShares TIPS Bond ETF worth $144K as of Q2 2022.
  • Brewin Dolphin Wealth Management bought 416 iShares TIPS Bond ETF shares in Q2 2022, an estimated $49.3K.
  • iShares TIPS Bond ETF made up 0.02% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #136 holding.
  • Brewin Dolphin Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 6 quarters since.
  • 1,291 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2022.

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