Mariner Independent Advisor Network’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-40,830	Closed	-$2.06M	–	379
2019 Q4	$2.06M	Buy	40,830 +2,762	+7%	+$139K	0.15%	161
2019 Q3	$1.92M	Buy	38,068 +4,718	+14%	+$238K	0.15%	168
2019 Q2	$1.68M	Buy	33,350 +1,906	+6%	+$95.1K	0.13%	175
2019 Q1	$1.56M	Buy	31,444 +4,880	+18%	+$241K	0.13%	168
2018 Q4	$1.31M	Buy	+26,564	New	+$1.3M	0.12%	191
2018 Q2	–	Sell	-53,736	Closed	-$2.65M	–	233
2018 Q1	$2.65M	Buy	+53,736	New	+$2.66M	0.16%	115
2017 Q3	–	Sell	-45,974	Closed	-$2.31M	–	174
2017 Q2	$2.31M	Buy	+45,974	New	+$2.31M	0.33%	85
2015 Q1	–	Sell	-8,530	Closed	-$427K	–	121
2014 Q4	$427K	Buy	+8,530	New	+$428K	0.2%	94

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Mariner Independent Advisor Network's ISTB Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2020, closing a stake of 40,830 shares — an estimated $2.06M sold.

Mariner Independent Advisor Network first reported a position in ISTB in Q4 2014 and held it in 8 quarters. The position peaked at $2.65M in Q1 2018. 253 funds tracked by Wall St. Rank hold ISTB as of Q1 2020.

Mariner Independent Advisor Network reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 40,830 iShares Core 1-5 Year USD Bond ETF shares in Q1 2020, an estimated $2.06M.
Mariner Independent Advisor Network first reported a position in iShares Core 1-5 Year USD Bond ETF in Q4 2014 and held it in 8 quarters.
Mariner Independent Advisor Network's iShares Core 1-5 Year USD Bond ETF position peaked at $2.65M in Q1 2018.
253 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.