MIAN
Mariner Independent Advisor Network’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.82M | Buy |
17,766
+1,160
| +7% | +$119K | 0.08% | 258 |
|
|
2022
Q2 | $1.83M | Sell |
16,606
-1,993
| -11% | -$220K | 0.08% | 268 |
|
|
2022
Q1 | $2.28M | Sell |
18,599
-12,750
| -41% | -$1.56M | 0.09% | 235 |
|
|
2021
Q4 | $4.14M | Sell |
31,349
-10,427
| -25% | -$1.38M | 0.19% | 117 |
|
|
2021
Q3 | $5.58M | Sell |
41,776
-25,636
| -38% | -$3.42M | 0.27% | 96 |
|
|
2021
Q2 | $9.06M | Sell |
67,412
-4,655
| -6% | -$625K | 0.41% | 52 |
|
|
2021
Q1 | $9.36M | Sell |
72,067
-44,054
| -38% | -$5.72M | 0.49% | 42 |
|
|
2020
Q4 | $16M | Buy |
116,121
+93,949
| +424% | +$13M | 0.86% | 21 |
|
|
2020
Q3 | $2.98M | Buy |
22,172
+2,257
| +11% | +$304K | 0.25% | 113 |
|
|
2020
Q2 | $2.68M | Buy |
19,915
+1,815
| +10% | +$244K | 0.25% | 107 |
|
|
2020
Q1 | $2.21M | Buy |
18,100
+3,732
| +26% | +$457K | 0.2% | 121 |
|
|
2019
Q4 | $1.84M | Sell |
14,368
-3,646
| -20% | -$467K | 0.13% | 176 |
|
|
2019
Q3 | $2.29M | Sell |
18,014
-7,618
| -30% | -$970K | 0.17% | 131 |
|
|
2019
Q2 | $3.18M | Sell |
25,632
-1,633
| -6% | -$203K | 0.24% | 105 |
|
|
2019
Q1 | $3.24M | Sell |
27,265
-2,279
| -8% | -$270K | 0.27% | 90 |
|
|
2018
Q4 | $3.35M | Buy |
29,544
+4,398
| +17% | +$498K | 0.3% | 84 |
|
|
2018
Q3 | $2.87M | Buy |
25,146
+15,001
| +148% | +$1.71M | 0.36% | 63 |
|
|
2018
Q2 | $1.16M | Sell |
10,145
-134,191
| -93% | -$15.4M | 0.21% | 79 |
|
|
2018
Q1 | $16.9M | Buy |
144,336
+91,278
| +172% | +$10.7M | 1.04% | 25 |
|
|
2017
Q4 | $6.4M | Buy |
+53,058
| New | +$6.4M | 0.67% | 34 |
|
|
2017
Q2 | – | Sell |
-211,788
| Closed | -$25M | – | 278 |
|
|
2017
Q1 | $25M | Buy |
211,788
+141,366
| +201% | +$16.7M | 3.04% | 7 |
|
|
2016
Q4 | $8.25M | Sell |
70,422
-775
| -1% | -$90.8K | 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 | +$9.48M | 1.79% | 14 |
|
|
2016
Q1 | – | Sell |
-72,719
| Closed | -$8.29M | – | 115 |
|
|
2015
Q4 | $8.29M | Buy |
72,719
+13,527
| +23% | +$1.54M | 5.56% | 4 |
|
|
2015
Q3 | $6.87M | Buy |
59,192
+19,720
| +50% | +$2.29M | 2.63% | 10 |
|
|
2015
Q2 | $4.57M | Buy |
39,472
+4,616
| +13% | +$534K | 2.23% | 11 |
|
|
2015
Q1 | $4.24M | Sell |
34,856
-792
| -2% | -$96.4K | 2.37% | 13 |
|
|
2014
Q4 | $4.26M | Sell |
35,648
-449
| -1% | -$53.6K | 1.97% | 12 |
|
|
2014
Q3 | $4.27M | Sell |
36,097
-24
| -0.1% | -$2.84K | 2.23% | 13 |
|
|
2014
Q2 | $4.31M | Buy |
+36,121
| New | +$4.31M | 2.12% | 13 |
|