MIAN
Mariner Independent Advisor Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$2.1M | 0.07% | 277 |
|
|
2021
Q4 | $4.21M | Buy |
36,834
+11,978
| +48% | +$1.37M | 0.2% | 116 |
|
|
2021
Q3 | $2.86M | Buy |
24,856
+99
| +0.4% | +$11.4K | 0.14% | 165 |
|
|
2021
Q2 | $2.86M | Buy |
24,757
+9,083
| +58% | +$1.05M | 0.13% | 179 |
|
|
2021
Q1 | $1.77M | Sell |
15,674
-222
| -1% | -$25.1K | 0.09% | 225 |
|
|
2020
Q4 | $1.91M | Buy |
15,896
+195
| +1% | +$23.4K | 0.1% | 212 |
|
|
2020
Q3 | $1.91M | Sell |
15,701
-7,340
| -32% | -$894K | 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% | -$499K | 0.3% | 86 |
|
|
2019
Q4 | $3.5M | Sell |
31,707
-5,661
| -15% | -$625K | 0.25% | 96 |
|
|
2019
Q3 | $4.21M | Buy |
37,368
+7,792
| +26% | +$877K | 0.32% | 80 |
|
|
2019
Q2 | $3.24M | Buy |
29,576
+2,422
| +9% | +$266K | 0.24% | 102 |
|
|
2019
Q1 | $2.88M | Sell |
27,154
-5,082
| -16% | -$539K | 0.24% | 104 |
|
|
2018
Q4 | $3.36M | Sell |
32,236
-116,816
| -78% | -$12.2M | 0.3% | 83 |
|
|
2018
Q3 | $15M | Buy |
149,052
+11,914
| +9% | +$1.2M | 1.88% | 13 |
|
|
2018
Q2 | $14.1M | Sell |
137,138
-497,757
| -78% | -$51M | 2.49% | 11 |
|
|
2018
Q1 | $65.5M | Buy |
634,895
+330,613
| +109% | +$34.1M | 4.03% | 2 |
|
|
2017
Q4 | $31.8M | Sell |
304,282
-79,802
| -21% | -$8.34M | 3.33% | 3 |
|
|
2017
Q3 | $40.9M | Buy |
384,084
+199,933
| +109% | +$21.3M | 6.65% | 1 |
|
|
2017
Q2 | $19.6M | Buy |
+184,151
| New | +$19.6M | 2.81% | 4 |
|
|
2017
Q1 | – | Sell |
-70,642
| Closed | -$7.41M | – | 301 |
|
|
2016
Q4 | $7.41M | Sell |
70,642
-235,815
| -77% | -$24.7M | 1.2% | 23 |
|
|
2016
Q3 | $34.3M | Buy |
306,457
+59,139
| +24% | +$6.62M | 4.89% | 2 |
|
|
2016
Q2 | $27.9M | Buy |
247,318
+89,422
| +57% | +$10.1M | 5.27% | 2 |
|
|
2016
Q1 | $17.4M | Buy |
+157,896
| New | +$17.4M | 5.54% | 2 |
|
|
2015
Q1 | – | Sell |
-2,198
| Closed | -$233K | – | 118 |
|
|
2014
Q4 | $233K | Buy |
+2,198
| New | +$233K | 0.11% | 149 |
|
|
2014
Q3 | – | Sell |
-8,733
| Closed | -$905K | – | 146 |
|
|
2014
Q2 | $905K | Buy |
+8,733
| New | +$905K | 0.45% | 49 |
|