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Mariner Independent Advisor Network’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Mariner Independent Advisor Network’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.03M Sell
21,405
-276
-1% -$14.1K 0.04% 357
2022
Q2 		$1.11M Sell
21,681
-4,657
-18% -$243K 0.05% 348
2022
Q1 		$1.44M Buy
26,338
+5,864
+29% +$332K 0.06% 311
2021
Q4 		$1.21M Sell
20,474
-6,662
-25% -$397K 0.06% 306
2021
Q3 		$1.63M Buy
27,136
+243
+0.9% +$14.8K 0.08% 263
2021
Q2 		$1.63M Buy
26,893
+317
+1% +$19K 0.07% 279
2021
Q1 		$1.57M Sell
26,576
-14,852
-36% -$898K 0.08% 243
2020
Q4 		$2.56M Buy
41,428
+26,966
+186% +$1.65M 0.14% 169
2020
Q3 		$879K Sell
14,462
-3,682
-20% -$225K 0.07% 226
2020
Q2 		$1.09M Sell
18,144
-24,011
-57% -$1.4M 0.1% 201
2020
Q1 		$2.31M Buy
42,155
+6,176
+17% +$357K 0.21% 116
2019
Q4 		$2.09M Buy
35,979
+2,219
+7% +$128K 0.15% 156
2019
Q3 		$1.96M Sell
33,760
-8,066
-19% -$463K 0.15% 160
2019
Q2 		$2.38M Buy
41,826
+14,067
+51% +$781K 0.18% 136
2019
Q1 		$1.53M Sell
27,759
-3,518
-11% -$189K 0.13% 173
2018
Q4 		$1.64M Sell
31,277
-82,558
-73% -$4.32M 0.15% 157
2018
Q3 		$6.02M Buy
113,835
+76,311
+203% +$4.06M 0.75% 36
2018
Q2 		$1.99M Sell
37,524
-90,304
-71% -$4.8M 0.35% 63
2018
Q1 		$6.85M Buy
127,828
+2,544
+2% +$137K 0.42% 55
2017
Q4 		$6.82M Buy
125,284
+93,386
+293% +$5.12M 0.71% 31
2017
Q3 		$1.76M Sell
31,898
-95,018
-75% -$5.23M 0.29% 73
2017
Q2 		$6.97M Buy
126,916
+90,796
+251% +$4.98M 1% 28
2017
Q1 		$1.97M Buy
36,120
+9,510
+36% +$516K 0.24% 64
2016
Q4 		$1.44M Sell
26,610
-2,846
-10% -$156K 0.23% 85
2016
Q3 		$1.64M Sell
29,456
-30,318
-51% -$1.69M 0.23% 91
2016
Q2 		$3.33M Buy
59,774
+39,314
+192% +$2.16M 0.63% 53
2016
Q1 		$1.12M Buy
+20,460
New +$1.11M 0.36% 69
2015
Q4 		– Sell
-34,550
Closed -$1.88M – 117
2015
Q3 		$1.88M Buy
+34,550
New +$1.87M 0.72% 39

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q3 2022, selling an estimated $14.1K and leaving 21,405 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #357.

Mariner Independent Advisor Network first reported a position in IGIB in Q3 2015 and has held it in 28 quarters since. The position peaked at $6.97M in Q2 2017. 486 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

  • Mariner Independent Advisor Network held 21,405 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.03M as of Q3 2022.
  • Mariner Independent Advisor Network sold 276 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $14.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #357 holding.
  • Mariner Independent Advisor Network first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and has held it in 28 quarters since.
  • Mariner Independent Advisor Network's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.97M in Q2 2017.
  • 486 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

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