MIAN
IEI icon

Mariner Independent Advisor Network’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Mariner Independent Advisor Network’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-51,633
Closed -$6.72M – 481
2021
Q3 		$6.72M Buy
51,633
+2,184
+4% +$286K 0.33% 77
2021
Q2 		$6.45M Buy
49,449
+9,515
+24% +$1.24M 0.29% 81
2021
Q1 		$5.18M Buy
39,934
+3,029
+8% +$398K 0.27% 91
2020
Q4 		$4.91M Buy
36,905
+5,771
+19% +$767K 0.26% 92
2020
Q3 		$4.16M Buy
31,134
+438
+1% +$58.5K 0.34% 69
2020
Q2 		$4.09M Buy
30,696
+1,189
+4% +$158K 0.38% 69
2020
Q1 		$3.93M Sell
29,507
-1,976
-6% -$255K 0.36% 75
2019
Q4 		$3.96M Buy
31,483
+1,093
+4% +$138K 0.29% 86
2019
Q3 		$3.86M Buy
30,390
+1,857
+7% +$235K 0.29% 89
2019
Q2 		$3.58M Buy
28,533
+2,382
+9% +$295K 0.27% 93
2019
Q1 		$3.2M Buy
26,151
+3,118
+14% +$380K 0.27% 92
2018
Q4 		$2.8M Buy
+23,033
New +$2.75M 0.25% 98
2017
Q3 		– Sell
-23,124
Closed -$2.86M – 173
2017
Q2 		$2.86M Buy
23,124
+13,726
+146% +$1.7M 0.41% 72
2017
Q1 		$1.16M Buy
+9,398
New +$1.15M 0.14% 93

Other funds holding IEI

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Independent Advisor Network's IEI Position: Q4 2021 in Review

Mariner Independent Advisor Network sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2021, closing a stake of 51,633 shares — an estimated $6.72M sold.

Mariner Independent Advisor Network first reported a position in IEI in Q1 2017 and held it in 14 quarters. The position peaked at $6.72M in Q3 2021. 535 funds tracked by Wall St. Rank hold IEI as of Q4 2021.

  • Mariner Independent Advisor Network reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 51,633 iShares 3-7 Year Treasury Bond ETF shares in Q4 2021, an estimated $6.72M.
  • Mariner Independent Advisor Network first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2017 and held it in 14 quarters.
  • Mariner Independent Advisor Network's iShares 3-7 Year Treasury Bond ETF position peaked at $6.72M in Q3 2021.
  • 535 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2021, filed 16 Feb 2022.