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Mariner Independent Advisor Network’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Mariner Independent Advisor Network’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.82M Buy
17,766
+1,160
+7% +$128K 0.08% 258
2022
Q2 		$1.83M Sell
16,606
-1,993
-11% -$225K 0.08% 268
2022
Q1 		$2.28M Sell
18,599
-12,750
-41% -$1.59M 0.09% 235
2021
Q4 		$4.14M Sell
31,349
-10,427
-25% -$1.39M 0.19% 117
2021
Q3 		$5.58M Sell
41,776
-25,636
-38% -$3.46M 0.27% 96
2021
Q2 		$9.05M Sell
67,412
-4,655
-6% -$614K 0.41% 52
2021
Q1 		$9.36M Sell
72,067
-44,054
-38% -$5.86M 0.49% 42
2020
Q4 		$16M Buy
116,121
+93,949
+424% +$12.8M 0.86% 21
2020
Q3 		$2.98M Buy
22,172
+2,257
+11% +$308K 0.25% 113
2020
Q2 		$2.68M Buy
19,915
+1,815
+10% +$236K 0.25% 107
2020
Q1 		$2.21M Buy
18,100
+3,732
+26% +$476K 0.2% 121
2019
Q4 		$1.84M Sell
14,368
-3,646
-20% -$464K 0.13% 176
2019
Q3 		$2.29M Sell
18,014
-7,618
-30% -$960K 0.17% 131
2019
Q2 		$3.18M Sell
25,632
-1,633
-6% -$196K 0.24% 105
2019
Q1 		$3.23M Sell
27,265
-2,279
-8% -$264K 0.27% 90
2018
Q4 		$3.35M Buy
29,544
+4,398
+17% +$494K 0.3% 84
2018
Q3 		$2.87M Buy
25,146
+15,001
+148% +$1.73M 0.36% 63
2018
Q2 		$1.16M Sell
10,145
-134,191
-93% -$15.5M 0.21% 79
2018
Q1 		$16.9M Buy
144,336
+91,278
+172% +$10.8M 1.04% 25
2017
Q4 		$6.39M Buy
+53,058
New +$6.42M 0.67% 34
2017
Q2 		– Sell
-211,788
Closed -$25M – 278
2017
Q1 		$25M Buy
211,788
+141,366
+201% +$16.6M 3.04% 7
2016
Q4 		$8.25M Sell
70,422
-775
-1% -$92.1K 1.34% 21
2016
Q3 		$8.77M Sell
71,197
-6,024
-8% -$742K 1.25% 22
2016
Q2 		$9.48M Buy
+77,221
New +$9.26M 1.79% 14
2016
Q1 		– Sell
-72,719
Closed -$8.29M – 115
2015
Q4 		$8.29M Buy
72,719
+13,527
+23% +$1.56M 5.56% 4
2015
Q3 		$6.87M Buy
59,192
+19,720
+50% +$2.28M 2.63% 10
2015
Q2 		$4.57M Buy
39,472
+4,616
+13% +$547K 2.23% 11
2015
Q1 		$4.24M Sell
34,856
-792
-2% -$96.1K 2.37% 13
2014
Q4 		$4.26M Sell
35,648
-449
-1% -$53.5K 1.97% 12
2014
Q3 		$4.27M Sell
36,097
-24
-0.1% -$2.85K 2.23% 13
2014
Q2 		$4.31M Buy
+36,121
New +$4.27M 2.12% 13

Other funds holding LQD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 7% in Q3 2022, buying an estimated $128K and bringing the position to 17,766 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #258.

Mariner Independent Advisor Network first reported a position in LQD in Q2 2014 and has held it in 31 quarters since. The position peaked at $25M in Q1 2017. 989 funds tracked by Wall St. Rank hold LQD as of Q3 2022.

  • Mariner Independent Advisor Network held 17,766 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $1.82M as of Q3 2022.
  • Mariner Independent Advisor Network bought 1,160 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $128K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #258 holding.
  • Mariner Independent Advisor Network first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2014 and has held it in 31 quarters since.
  • Mariner Independent Advisor Network's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $25M in Q1 2017.
  • 989 funds tracked by Wall St. Rank held iShares iBoxx $ 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.