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Mariner Independent Advisor Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mariner Independent Advisor Network’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5.69M Buy
127,878
+34,252
+37% +$1.6M 0.24% 103
2022
Q2 		$4.38M Sell
93,626
-30,700
-25% -$1.46M 0.18% 131
2022
Q1 		$6.15M Buy
124,326
+57,397
+86% +$2.93M 0.24% 103
2021
Q4 		$3.53M Buy
66,929
+26,655
+66% +$1.41M 0.17% 143
2021
Q3 		$2.15M Buy
40,274
+17,290
+75% +$929K 0.1% 218
2021
Q2 		$1.23M Buy
+22,984
New +$1.22M 0.06% 312

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q3 2022, buying an estimated $1.6M and bringing the position to 127,878 shares worth $5.69M. The position accounts for 0.24% of the portfolio, ranked #103.

Mariner Independent Advisor Network first reported a position in IUSB in Q2 2021 and has held it in 6 quarters since. The position peaked at $6.15M in Q1 2022. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

  • Mariner Independent Advisor Network held 127,878 shares of iShares Core Universal USD Bond ETF worth $5.69M as of Q3 2022.
  • Mariner Independent Advisor Network bought 34,252 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $1.6M.
  • iShares Core Universal USD Bond ETF made up 0.24% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #103 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • Mariner Independent Advisor Network's iShares Core Universal USD Bond ETF position peaked at $6.15M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

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