Mariner Independent Advisor Network’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.08M	Buy	45,166 +1,739	+4%	+$43.7K	0.05%	352
2022 Q2	$1.07M	Sell	43,427 -26,604	-38%	-$692K	0.05%	355
2022 Q1	$1.94M	Sell	70,031 -37,141	-35%	-$1.05M	0.07%	264
2021 Q4	$3.21M	Buy	107,172 +60,325	+129%	+$1.8M	0.15%	157
2021 Q3	$1.41M	Buy	46,847 +11,626	+33%	+$350K	0.07%	287
2021 Q2	$1.05M	Buy	35,221 +21,735	+161%	+$641K	0.05%	331
2021 Q1	$394K	Buy	+13,486	New	+$396K	0.02%	390

Other funds holding FALN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its iShares Fallen Angels USD Bond ETF (FALN) stake by 4% in Q3 2022, buying an estimated $43.7K and bringing the position to 45,166 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #352.

Mariner Independent Advisor Network first reported a position in FALN in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.21M in Q4 2021. 307 funds tracked by Wall St. Rank hold FALN as of Q3 2022.

Mariner Independent Advisor Network held 45,166 shares of iShares Fallen Angels USD Bond ETF worth $1.08M as of Q3 2022.
Mariner Independent Advisor Network bought 1,739 iShares Fallen Angels USD Bond ETF shares in Q3 2022, an estimated $43.7K.
iShares Fallen Angels USD Bond ETF made up 0.05% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #352 holding.
Mariner Independent Advisor Network first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's iShares Fallen Angels USD Bond ETF position peaked at $3.21M in Q4 2021.
307 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q3 2022.

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