Mariner Independent Advisor Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mariner Independent Advisor Network’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$4.86M	Sell	50,491 -7,916	-14%	-$763K	0.21%	123
2022 Q2	$5.94M	Sell	58,407 -57,352	-50%	-$5.83M	0.25%	98
2022 Q1	$12.3M	Buy	115,759 +46,703	+68%	+$4.97M	0.47%	47
2021 Q4	$7.83M	Buy	69,056 +2,316	+3%	+$263K	0.37%	64
2021 Q3	$7.67M	Buy	66,740 +9,713	+17%	+$1.12M	0.37%	64
2021 Q2	$6.57M	Buy	57,027 +21,516	+61%	+$2.48M	0.3%	78
2021 Q1	$4.04M	Sell	35,511 -3,867	-10%	-$440K	0.21%	119
2020 Q4	$4.65M	Buy	39,378 +22,092	+128%	+$2.61M	0.25%	97
2020 Q3	$2.04M	Sell	17,286 -138	-0.8%	-$16.3K	0.17%	141
2020 Q2	$2.06M	Sell	17,424 -9,091	-34%	-$1.07M	0.19%	130
2020 Q1	$3.05M	Buy	26,515 +584	+2%	+$67.2K	0.28%	97
2019 Q4	$2.92M	Sell	25,931 -1,098	-4%	-$124K	0.21%	110
2019 Q3	$3.06M	Buy	27,029 +2,428	+10%	+$275K	0.23%	104
2019 Q2	$2.74M	Buy	24,601 +6,192	+34%	+$689K	0.21%	118
2019 Q1	$2M	Sell	18,409 -5,394	-23%	-$586K	0.17%	140
2018 Q4	$2.54M	Buy	23,803 +2,616	+12%	+$279K	0.23%	108
2018 Q3	$2.22M	Buy	21,187 +10,488	+98%	+$1.1M	0.28%	83
2018 Q2	$1.14M	Sell	10,699 -6,596	-38%	-$701K	0.2%	80
2018 Q1	$1.85M	Sell	17,295 -7,559	-30%	-$810K	0.11%	146
2017 Q4	$2.7M	Buy	24,854 +12,080	+95%	+$1.31M	0.28%	87
2017 Q3	$1.4M	Sell	12,774 -26,327	-67%	-$2.89M	0.23%	80
2017 Q2	$4.28M	Buy	+39,101	New	+$4.28M	0.61%	51
2017 Q1	–	Sell	-63,256	Closed	-$6.84M	–	255
2016 Q4	$6.84M	Buy	63,256 +6,342	+11%	+$685K	1.11%	29
2016 Q3	$6.4M	Buy	56,914 +9,683	+21%	+$1.09M	0.91%	33
2016 Q2	$5.32M	Buy	47,231 +16,816	+55%	+$1.89M	1%	24
2016 Q1	$3.36M	Buy	+30,415	New	+$3.36M	1.07%	30
2015 Q4	–	Sell	-17,813	Closed	-$1.95M	–	75
2015 Q3	$1.95M	Buy	+17,813	New	+$1.95M	0.75%	38
2015 Q1	–	Sell	-3,468	Closed	-$382K	–	84
2014 Q4	$382K	Buy	+3,468	New	+$382K	0.18%	101