Mariner Independent Advisor Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.78M	Sell	37,116 -6,436	-15%	-$492K	0.12%	185
2022 Q2	$3.34M	Sell	43,552 -7,026	-14%	-$541K	0.14%	166
2022 Q1	$3.93M	Buy	50,578 +12,646	+33%	+$1M	0.15%	152
2021 Q4	$3.06M	Buy	37,932 +5,569	+17%	+$453K	0.14%	163
2021 Q3	$2.65M	Buy	32,363 +2,049	+7%	+$168K	0.13%	178
2021 Q2	$2.49M	Buy	30,314 +256	+0.9%	+$21.1K	0.11%	204
2021 Q1	$2.47M	Sell	30,058 -1,645	-5%	-$136K	0.13%	167
2020 Q4	$2.63M	Buy	31,703 +168	+0.5%	+$13.9K	0.14%	166
2020 Q3	$2.62M	Buy	31,535 +8,759	+38%	+$728K	0.22%	124
2020 Q2	$1.89M	Buy	22,776 +8	+0%	+$662	0.17%	141
2020 Q1	$1.86M	Buy	22,768 +207	+0.9%	+$16.8K	0.17%	137
2019 Q4	$1.82M	Sell	22,561 -4,679	-17%	-$378K	0.13%	178
2019 Q3	$2.2M	Buy	27,240 +4,875	+22%	+$393K	0.17%	134
2019 Q2	$1.8M	Buy	22,365 +4,803	+27%	+$383K	0.14%	158
2019 Q1	$1.39M	Buy	17,562 +1,459	+9%	+$115K	0.12%	190
2018 Q4	$1.27M	Buy	+16,103	New	+$1.26M	0.11%	198
2016 Q2	–	Sell	-16,569	Closed	-$1.33M	–	141
2016 Q1	$1.33M	Buy	+16,569	New	+$1.33M	0.43%	64
2015 Q4	–	Sell	-56,301	Closed	-$4.53M	–	83
2015 Q3	$4.53M	Buy	+56,301	New	+$4.51M	1.73%	16

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q3 2022, selling an estimated $492K and leaving 37,116 shares worth $2.78M. The position accounts for 0.12% of the portfolio, ranked #185.

Mariner Independent Advisor Network first reported a position in BSV in Q3 2015 and has held it in 18 quarters since. The position peaked at $4.53M in Q3 2015. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Mariner Independent Advisor Network held 37,116 shares of Vanguard Short-Term Bond ETF worth $2.78M as of Q3 2022.
Mariner Independent Advisor Network sold 6,436 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $492K.
Vanguard Short-Term Bond ETF made up 0.12% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #185 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and has held it in 18 quarters since.
Mariner Independent Advisor Network's Vanguard Short-Term Bond ETF position peaked at $4.53M in Q3 2015.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

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