Mariner Independent Advisor Network’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.01M	Sell	14,102 -2,522	-15%	-$191K	0.04%	362
2022 Q2	$1.23M	Sell	16,624 -6,939	-29%	-$540K	0.05%	330
2022 Q1	$1.94M	Sell	23,563 -6,231	-21%	-$521K	0.07%	265
2021 Q4	$2.59M	Sell	29,794 -51,048	-63%	-$4.43M	0.12%	191
2021 Q3	$7.08M	Buy	80,842 +4,148	+5%	+$364K	0.35%	72
2021 Q2	$6.74M	Buy	76,694 +12,643	+20%	+$1.1M	0.31%	73
2021 Q1	$5.57M	Sell	64,051 -72,541	-53%	-$6.31M	0.29%	84
2020 Q4	$11.9M	Buy	+136,592	New	+$11.7M	0.64%	29
2020 Q2	–	Sell	-15,582	Closed	-$1.2M	–	341
2020 Q1	$1.2M	Sell	15,582 -5,504	-26%	-$465K	0.11%	187
2019 Q4	$1.86M	Buy	21,086 +3,294	+19%	+$287K	0.13%	173
2019 Q3	$1.55M	Sell	17,792 -1,870	-10%	-$162K	0.12%	192
2019 Q2	$1.71M	Sell	19,662 -296	-1%	-$25.6K	0.13%	173
2019 Q1	$1.72M	Sell	19,958 -1,074	-5%	-$91.2K	0.15%	159
2018 Q4	$1.72M	Sell	21,032 -12,495	-37%	-$1.05M	0.15%	149
2018 Q3	$2.88M	Sell	33,527 -1,858	-5%	-$160K	0.36%	62
2018 Q2	$3.01M	Buy	35,385 +6,351	+22%	+$544K	0.53%	54
2018 Q1	$2.49M	Buy	29,034 +7,366	+34%	+$636K	0.15%	121
2017 Q4	$1.89M	Buy	21,668 +6,665	+44%	+$585K	0.2%	120
2017 Q3	$1.33M	Sell	15,003 -1,819	-11%	-$161K	0.22%	83
2017 Q2	$1.49M	Buy	+16,822	New	+$1.48M	0.21%	112
2017 Q1	–	Sell	-16,053	Closed	-$1.39M	–	300
2016 Q4	$1.39M	Sell	16,053 -5,065	-24%	-$436K	0.23%	88
2016 Q3	$1.84M	Sell	21,118 -493	-2%	-$42.4K	0.26%	87
2016 Q2	$1.83M	Sell	21,611 -33,830	-61%	-$2.81M	0.35%	74
2016 Q1	$4.49M	Buy	+55,441	New	+$4.4M	1.43%	22
2015 Q4	–	Sell	-96,688	Closed	-$8.05M	–	113
2015 Q3	$8.05M	Buy	96,688 +19,213	+25%	+$1.66M	3.09%	7
2015 Q2	$6.88M	Sell	77,475 -4,521	-6%	-$409K	3.37%	5
2015 Q1	$7.43M	Sell	81,996 -1,183	-1%	-$107K	4.15%	4
2014 Q4	$7.45M	Buy	83,179 +8,763	+12%	+$798K	3.45%	6
2014 Q3	$6.85M	Sell	74,416 -10,616	-12%	-$993K	3.58%	8
2014 Q2	$8.1M	Buy	+85,032	New	+$8.04M	3.99%	5

Other funds holding HYG

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 15% in Q3 2022, selling an estimated $191K and leaving 14,102 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #362.

Mariner Independent Advisor Network first reported a position in HYG in Q2 2014 and has held it in 30 quarters since. The position peaked at $11.9M in Q4 2020. 782 funds tracked by Wall St. Rank hold HYG as of Q3 2022.

Mariner Independent Advisor Network held 14,102 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.01M as of Q3 2022.
Mariner Independent Advisor Network sold 2,522 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2022, an estimated $191K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #362 holding.
Mariner Independent Advisor Network first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2014 and has held it in 30 quarters since.
Mariner Independent Advisor Network's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11.9M in Q4 2020.
782 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2022.

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