Mariner Independent Advisor Network’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$923K	Sell	18,735 -6,836	-27%	-$345K	0.04%	386
2022 Q2	$1.29M	Sell	25,571 -6,575	-20%	-$335K	0.05%	324
2022 Q1	$1.66M	Buy	32,146 +6,918	+27%	+$365K	0.06%	288
2021 Q4	$1.36M	Sell	25,228 -11,857	-32%	-$642K	0.06%	288
2021 Q3	$2.03M	Buy	37,085 +9,526	+35%	+$522K	0.1%	224
2021 Q2	$1.51M	Buy	27,559 +9,476	+52%	+$519K	0.07%	289
2021 Q1	$988K	Sell	18,083 -3,601	-17%	-$198K	0.05%	302
2020 Q4	$1.2M	Sell	21,684 -350	-2%	-$19.2K	0.06%	266
2020 Q3	$1.21M	Buy	22,034 +4,945	+29%	+$272K	0.1%	194
2020 Q2	$934K	Buy	17,089 +4,660	+37%	+$251K	0.09%	215
2020 Q1	$646K	Sell	12,429 -260	-2%	-$13.8K	0.06%	256
2019 Q4	$681K	Sell	12,689 -150	-1%	-$8.04K	0.05%	285
2019 Q3	$689K	Buy	12,839 +2,822	+28%	+$151K	0.05%	279
2019 Q2	$534K	Buy	+10,017	New	+$530K	0.04%	307

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 27% in Q3 2022, selling an estimated $345K and leaving 18,735 shares worth $923K. The position accounts for 0.04% of the portfolio, ranked #386.

Mariner Independent Advisor Network first reported a position in IGSB in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.03M in Q3 2021. 871 funds tracked by Wall St. Rank hold IGSB as of Q3 2022.

Mariner Independent Advisor Network held 18,735 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $923K as of Q3 2022.
Mariner Independent Advisor Network sold 6,836 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $345K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #386 holding.
Mariner Independent Advisor Network first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 14 quarters since.
Mariner Independent Advisor Network's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.03M in Q3 2021.
871 funds tracked by Wall St. Rank held iShares 1-5 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.