Mariner Independent Advisor Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-27,000	Closed	-$2.76M	–	572
2022 Q2	$2.76M	Buy	27,000 +9,846	+57%	+$1.01M	0.12%	185
2022 Q1	$1.83M	Sell	17,154 -19,680	-53%	-$2.18M	0.07%	277
2021 Q4	$4.21M	Buy	36,834 +11,978	+48%	+$1.38M	0.2%	116
2021 Q3	$2.86M	Buy	24,856 +99	+0.4%	+$11.6K	0.14%	165
2021 Q2	$2.86M	Buy	24,757 +9,083	+58%	+$1.04M	0.13%	179
2021 Q1	$1.77M	Sell	15,674 -222	-1%	-$25.9K	0.09%	225
2020 Q4	$1.91M	Buy	15,896 +195	+1%	+$23.5K	0.1%	212
2020 Q3	$1.91M	Sell	15,701 -7,340	-32%	-$895K	0.16%	145
2020 Q2	$2.8M	Sell	23,041 -4,568	-17%	-$555K	0.26%	103
2020 Q1	$3.36M	Sell	27,609 -4,098	-13%	-$472K	0.3%	86
2019 Q4	$3.5M	Sell	31,707 -5,661	-15%	-$631K	0.25%	96
2019 Q3	$4.21M	Buy	37,368 +7,792	+26%	+$869K	0.32%	80
2019 Q2	$3.24M	Buy	29,576 +2,422	+9%	+$260K	0.24%	102
2019 Q1	$2.88M	Sell	27,154 -5,082	-16%	-$531K	0.24%	104
2018 Q4	$3.36M	Sell	32,236 -116,816	-78%	-$11.8M	0.3%	83
2018 Q3	$15M	Buy	149,052 +11,914	+9%	+$1.22M	1.88%	13
2018 Q2	$14.1M	Sell	137,138 -497,757	-78%	-$50.7M	2.49%	11
2018 Q1	$65.5M	Buy	634,895 +330,613	+109%	+$34M	4.03%	2
2017 Q4	$31.8M	Sell	304,282 -79,802	-21%	-$8.46M	3.33%	3
2017 Q3	$40.9M	Buy	384,084 +199,933	+109%	+$21.4M	6.65%	1
2017 Q2	$19.6M	Buy	+184,151	New	+$19.7M	2.81%	4
2017 Q1	–	Sell	-70,642	Closed	-$7.41M	–	301
2016 Q4	$7.41M	Sell	70,642 -235,815	-77%	-$25.3M	1.2%	23
2016 Q3	$34.3M	Buy	306,457 +59,139	+24%	+$6.63M	4.89%	2
2016 Q2	$27.9M	Buy	247,318 +89,422	+57%	+$9.89M	5.27%	2
2016 Q1	$17.4M	Buy	+157,896	New	+$17.2M	5.54%	2
2015 Q1	–	Sell	-2,198	Closed	-$233K	–	118
2014 Q4	$233K	Buy	+2,198	New	+$232K	0.11%	149
2014 Q3	–	Sell	-8,733	Closed	-$905K	–	146
2014 Q2	$905K	Buy	+8,733	New	+$897K	0.45%	49

Other funds holding IEF

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2022, closing a stake of 27,000 shares — an estimated $2.76M sold.

Mariner Independent Advisor Network first reported a position in IEF in Q2 2014 and held it in 27 quarters. The position peaked at $65.5M in Q1 2018. 714 funds tracked by Wall St. Rank hold IEF as of Q3 2022.

Mariner Independent Advisor Network reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 27,000 iShares 7-10 Year Treasury Bond ETF shares in Q3 2022, an estimated $2.76M.
Mariner Independent Advisor Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and held it in 27 quarters.
Mariner Independent Advisor Network's iShares 7-10 Year Treasury Bond ETF position peaked at $65.5M in Q1 2018.
714 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2022.

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