MIAN
Mariner Independent Advisor Network’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.49M | Buy |
241,226
+6,958
| +3% | +$158K | 0.24% | 108 |
|
|
2022
Q2 | $5.6M | Sell |
234,268
-80,017
| -25% | -$1.91M | 0.24% | 107 |
|
|
2022
Q1 | $7.82M | Buy |
314,285
+83,062
| +36% | +$2.07M | 0.3% | 83 |
|
|
2021
Q4 | $6.14M | Buy |
231,223
+29,989
| +15% | +$796K | 0.29% | 83 |
|
|
2021
Q3 | $5.34M | Buy |
201,234
+13,865
| +7% | +$368K | 0.26% | 101 |
|
|
2021
Q2 | $4.98M | Buy |
187,369
+20,532
| +12% | +$546K | 0.23% | 113 |
|
|
2021
Q1 | $4.37M | Sell |
166,837
-8,750
| -5% | -$229K | 0.23% | 111 |
|
|
2020
Q4 | $4.78M | Buy |
175,587
+57,166
| +48% | +$1.56M | 0.26% | 96 |
|
|
2020
Q3 | $3.31M | Sell |
118,421
-59
| -0% | -$1.65K | 0.27% | 97 |
|
|
2020
Q2 | $3.31M | Sell |
118,480
-137,818
| -54% | -$3.85M | 0.3% | 82 |
|
|
2020
Q1 | $7.19M | Buy |
256,298
+58,817
| +30% | +$1.65M | 0.65% | 34 |
|
|
2019
Q4 | $5.13M | Buy |
197,481
+41,102
| +26% | +$1.07M | 0.37% | 68 |
|
|
2019
Q3 | $4.12M | Buy |
156,379
+21,004
| +16% | +$553K | 0.31% | 84 |
|
|
2019
Q2 | $3.49M | Buy |
135,375
+59,202
| +78% | +$1.53M | 0.26% | 95 |
|
|
2019
Q1 | $1.92M | Buy |
76,173
+22,114
| +41% | +$556K | 0.16% | 144 |
|
|
2018
Q4 | $1.34M | Sell |
54,059
-21,769
| -29% | -$538K | 0.12% | 185 |
|
|
2018
Q3 | $1.84M | Buy |
75,828
+60,670
| +400% | +$1.47M | 0.23% | 98 |
|
|
2018
Q2 | $373K | Sell |
15,158
-52,087
| -77% | -$1.28M | 0.07% | 134 |
|
|
2018
Q1 | $1.66M | Buy |
67,245
+19,282
| +40% | +$476K | 0.1% | 156 |
|
|
2017
Q4 | $1.19M | Buy |
+47,963
| New | +$1.19M | 0.12% | 164 |
|
|
2016
Q2 | – | Sell |
-58,402
| Closed | -$1.51M | – | 149 |
|
|
2016
Q1 | $1.51M | Buy |
+58,402
| New | +$1.51M | 0.48% | 61 |
|
|
2015
Q4 | – | Sell |
-86,681
| Closed | -$2.2M | – | 108 |
|
|
2015
Q3 | $2.2M | Sell |
86,681
-76,310
| -47% | -$1.94M | 0.84% | 34 |
|
|
2015
Q2 | $4.08M | Sell |
162,991
-2,731
| -2% | -$68.3K | 2% | 13 |
|
|
2015
Q1 | $4.23M | Buy |
165,722
+104,242
| +170% | +$2.66M | 2.36% | 14 |
|
|
2014
Q4 | $1.55M | Buy |
+61,480
| New | +$1.55M | 0.72% | 33 |
|