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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.86M Sell
50,491
-7,916
-14% -$801K 0.21% 123
2022
Q2 		$5.94M Sell
58,407
-57,352
-50% -$5.89M 0.25% 98
2022
Q1 		$12.3M Buy
115,759
+46,703
+68% +$5.14M 0.47% 47
2021
Q4 		$7.83M Buy
69,056
+2,316
+3% +$265K 0.37% 64
2021
Q3 		$7.67M Buy
66,740
+9,713
+17% +$1.13M 0.37% 64
2021
Q2 		$6.57M Buy
57,027
+21,516
+61% +$2.47M 0.3% 78
2021
Q1 		$4.04M Sell
35,511
-3,867
-10% -$448K 0.21% 119
2020
Q4 		$4.65M Buy
39,378
+22,092
+128% +$2.6M 0.25% 97
2020
Q3 		$2.04M Sell
17,286
-138
-0.8% -$16.4K 0.17% 141
2020
Q2 		$2.06M Sell
17,424
-9,091
-34% -$1.06M 0.19% 130
2020
Q1 		$3.05M Buy
26,515
+584
+2% +$66.6K 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% +$273K 0.23% 104
2019
Q2 		$2.74M Buy
24,601
+6,192
+34% +$677K 0.21% 118
2019
Q1 		$2M Sell
18,409
-5,394
-23% -$578K 0.17% 140
2018
Q4 		$2.54M Buy
23,803
+2,616
+12% +$274K 0.23% 108
2018
Q3 		$2.22M Buy
21,187
+10,488
+98% +$1.11M 0.28% 83
2018
Q2 		$1.14M Sell
10,699
-6,596
-38% -$699K 0.2% 80
2018
Q1 		$1.85M Sell
17,295
-7,559
-30% -$812K 0.11% 146
2017
Q4 		$2.7M Buy
24,854
+12,080
+95% +$1.32M 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 +$4.27M 0.61% 51
2017
Q1 		– Sell
-63,256
Closed -$6.83M – 255
2016
Q4 		$6.83M Buy
63,256
+6,342
+11% +$695K 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% +$1.87M 1% 24
2016
Q1 		$3.36M Buy
+30,415
New +$3.33M 1.07% 30
2015
Q4 		– Sell
-17,813
Closed -$1.95M – 75
2015
Q3 		$1.95M Buy
+17,813
New +$1.94M 0.75% 38
2015
Q1 		– Sell
-3,468
Closed -$382K – 84
2014
Q4 		$382K Buy
+3,468
New +$382K 0.18% 101

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Mariner Independent Advisor Network's AGG Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q3 2022, selling an estimated $801K and leaving 50,491 shares worth $4.86M. The position accounts for 0.21% of the portfolio, ranked #123.

Mariner Independent Advisor Network first reported a position in AGG in Q4 2014 and has held it in 28 quarters since. The position peaked at $12.3M in Q1 2022. 1,489 funds tracked by Wall St. Rank hold AGG as of Q3 2022.

  • Mariner Independent Advisor Network held 50,491 shares of iShares Core US Aggregate Bond ETF worth $4.86M as of Q3 2022.
  • Mariner Independent Advisor Network sold 7,916 iShares Core US Aggregate Bond ETF shares in Q3 2022, an estimated $801K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #123 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 28 quarters since.
  • Mariner Independent Advisor Network's iShares Core US Aggregate Bond ETF position peaked at $12.3M in Q1 2022.
  • 1,489 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.