Mariner Independent Advisor Network’s iShares US Treasury Bond ETF GOVT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$5.49M	Buy	241,226 +6,958	+3%	+$165K	0.24%	108
2022 Q2	$5.6M	Sell	234,268 -80,017	-25%	-$1.93M	0.24%	107
2022 Q1	$7.82M	Buy	314,285 +83,062	+36%	+$2.13M	0.3%	83
2021 Q4	$6.13M	Buy	231,223 +29,989	+15%	+$794K	0.29%	83
2021 Q3	$5.34M	Buy	201,234 +13,865	+7%	+$371K	0.26%	101
2021 Q2	$4.98M	Buy	187,369 +20,532	+12%	+$542K	0.23%	113
2021 Q1	$4.37M	Sell	166,837 -8,750	-5%	-$234K	0.23%	111
2020 Q4	$4.78M	Buy	175,587 +57,166	+48%	+$1.58M	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%	-$3.86M	0.3%	82
2020 Q1	$7.19M	Buy	256,298 +58,817	+30%	+$1.58M	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%	+$548K	0.31%	84
2019 Q2	$3.49M	Buy	135,375 +59,202	+78%	+$1.5M	0.26%	95
2019 Q1	$1.92M	Buy	76,173 +22,114	+41%	+$550K	0.16%	144
2018 Q4	$1.34M	Sell	54,059 -21,769	-29%	-$529K	0.12%	185
2018 Q3	$1.84M	Buy	75,828 +60,670	+400%	+$1.49M	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	+$1.21M	0.12%	164
2016 Q2	–	Sell	-58,402	Closed	-$1.5M	–	149
2016 Q1	$1.5M	Buy	+58,402	New	+$1.49M	0.48%	61
2015 Q4	–	Sell	-86,681	Closed	-$2.2M	–	108
2015 Q3	$2.2M	Sell	86,681 -76,310	-47%	-$1.92M	0.84%	34
2015 Q2	$4.08M	Sell	162,991 -2,731	-2%	-$68.9K	2%	13
2015 Q1	$4.23M	Buy	165,722 +104,242	+170%	+$2.65M	2.36%	14
2014 Q4	$1.55M	Buy	+61,480	New	+$1.54M	0.72%	33

Other funds holding GOVT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UCFA

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

SCM

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

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

Mariner Independent Advisor Network increased its iShares US Treasury Bond ETF (GOVT) stake by 3% in Q3 2022, buying an estimated $165K and bringing the position to 241,226 shares worth $5.49M. The position accounts for 0.24% of the portfolio, ranked #108.

Mariner Independent Advisor Network first reported a position in GOVT in Q4 2014 and has held it in 25 quarters since. The position peaked at $7.82M in Q1 2022. 578 funds tracked by Wall St. Rank hold GOVT as of Q3 2022.

Mariner Independent Advisor Network held 241,226 shares of iShares US Treasury Bond ETF worth $5.49M as of Q3 2022.
Mariner Independent Advisor Network bought 6,958 iShares US Treasury Bond ETF shares in Q3 2022, an estimated $165K.
iShares US Treasury Bond ETF made up 0.24% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #108 holding.
Mariner Independent Advisor Network first reported a position in iShares US Treasury Bond ETF in Q4 2014 and has held it in 25 quarters since.
Mariner Independent Advisor Network's iShares US Treasury Bond ETF position peaked at $7.82M in Q1 2022.
578 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q3 2022.

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