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MIAN
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
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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