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Mariner Independent Advisor Network’s iShares US Regional Banks ETF IAT Stock Holding History

Mariner Independent Advisor Network’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$630K Sell
13,189
-70
-0.5% -$3.64K 0.03% 436
2022
Q2 		$656K Sell
13,259
-1,087
-8% -$57.9K 0.03% 438
2022
Q1 		$841K Buy
+14,346
New +$909K 0.03% 384
2020
Q3 		– Sell
-40,128
Closed -$1.31M – 324
2020
Q2 		$1.31M Buy
+40,128
New +$1.31M 0.12% 185
2020
Q1 		– Sell
-10,279
Closed -$525K – 378
2019
Q4 		$525K Sell
10,279
-1,882
-15% -$91.7K 0.04% 308
2019
Q3 		$562K Sell
12,161
-2,158
-15% -$98.2K 0.04% 309
2019
Q2 		$659K Sell
14,319
-1,239
-8% -$56.5K 0.05% 284
2019
Q1 		$682K Sell
15,558
-7,302
-32% -$329K 0.06% 271
2018
Q4 		$942K Sell
22,860
-908
-4% -$41.1K 0.08% 230
2018
Q3 		$1.16M Buy
23,768
+3,650
+18% +$187K 0.15% 138
2018
Q2 		$989K Sell
20,118
-8,114
-29% -$415K 0.18% 88
2018
Q1 		$1.42M Buy
28,232
+4,577
+19% +$239K 0.09% 183
2017
Q4 		$1.17M Sell
23,655
-1,714
-7% -$82.2K 0.12% 167
2017
Q3 		$1.2M Sell
25,369
-3,192
-11% -$144K 0.19% 90
2017
Q2 		$1.3M Buy
28,561
+23,650
+482% +$1.05M 0.19% 120
2017
Q1 		$220K Sell
4,911
-14,747
-75% -$681K 0.03% 239
2016
Q4 		$892K Sell
19,658
-3,330
-14% -$135K 0.14% 105
2016
Q3 		$808K Buy
+22,988
New +$788K 0.12% 118
2015
Q4 		– Sell
-11,357
Closed -$383K – 114
2015
Q3 		$383K Buy
+11,357
New +$404K 0.15% 111
2015
Q2 		– Sell
-10,679
Closed -$372K – 100
2015
Q1 		$372K Sell
10,679
-63
-0.6% -$2.14K 0.21% 72
2014
Q4 		$375K Sell
10,742
-94
-0.9% -$3.17K 0.17% 102
2014
Q3 		$359K Sell
10,836
-100
-0.9% -$3.36K 0.19% 80
2014
Q2 		$379K Buy
+10,936
New +$368K 0.19% 77

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares US Regional Banks ETF (IAT) stake by 0.53% in Q3 2022, selling an estimated $3.64K and leaving 13,189 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #436.

Mariner Independent Advisor Network first reported a position in IAT in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.42M in Q1 2018. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

  • Mariner Independent Advisor Network held 13,189 shares of iShares US Regional Banks ETF worth $630K as of Q3 2022.
  • Mariner Independent Advisor Network sold 70 iShares US Regional Banks ETF shares in Q3 2022, an estimated $3.64K.
  • iShares US Regional Banks ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #436 holding.
  • Mariner Independent Advisor Network first reported a position in iShares US Regional Banks ETF in Q2 2014 and has held it in 23 quarters since.
  • Mariner Independent Advisor Network's iShares US Regional Banks ETF position peaked at $1.42M in Q1 2018.
  • 134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

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