MIAN
Mariner Independent Advisor Network’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.44M | Buy |
26,614
+2,029
| +8% | +$186K | 0.1% | 199 |
|
|
2022
Q2 | $2.4M | Sell |
24,585
-12,668
| -34% | -$1.23M | 0.1% | 206 |
|
|
2022
Q1 | $3.82M | Buy |
37,253
+7,501
| +25% | +$768K | 0.15% | 156 |
|
|
2021
Q4 | $3.19M | Sell |
29,752
-3,581
| -11% | -$384K | 0.15% | 159 |
|
|
2021
Q3 | $3.6M | Buy |
33,333
+424
| +1% | +$45.8K | 0.18% | 143 |
|
|
2021
Q2 | $3.56M | Buy |
32,909
+13,163
| +67% | +$1.42M | 0.16% | 155 |
|
|
2021
Q1 | $2.14M | Sell |
19,746
-562
| -3% | -$60.9K | 0.11% | 190 |
|
|
2020
Q4 | $2.24M | Buy |
20,308
+4,369
| +27% | +$481K | 0.12% | 181 |
|
|
2020
Q3 | $1.76M | Buy |
15,939
+3,646
| +30% | +$402K | 0.15% | 160 |
|
|
2020
Q2 | $1.36M | Sell |
12,293
-11,131
| -48% | -$1.23M | 0.13% | 183 |
|
|
2020
Q1 | $2.58M | Sell |
23,424
-2,230
| -9% | -$246K | 0.23% | 109 |
|
|
2019
Q4 | $2.77M | Buy |
25,654
+3,132
| +14% | +$339K | 0.2% | 117 |
|
|
2019
Q3 | $2.44M | Buy |
22,522
+7,126
| +46% | +$771K | 0.19% | 125 |
|
|
2019
Q2 | $1.65M | Buy |
+15,396
| New | +$1.65M | 0.12% | 178 |
|
|
2018
Q1 | – | Sell |
-10,807
| Closed | -$1.15M | – | 338 |
|
|
2017
Q4 | $1.15M | Buy |
+10,807
| New | +$1.15M | 0.12% | 170 |
|
|
2017
Q3 | – | Sell |
-92,819
| Closed | -$9.91M | – | 182 |
|
|
2017
Q2 | $9.91M | Buy |
92,819
+85,377
| +1,147% | +$9.11M | 1.42% | 19 |
|
|
2017
Q1 | $793K | Sell |
7,442
-101,438
| -93% | -$10.8M | 0.1% | 119 |
|
|
2016
Q4 | $11.6M | Buy |
+108,880
| New | +$11.6M | 1.88% | 13 |
|
|
2016
Q3 | – | Sell |
-49,096
| Closed | -$5.4M | – | 181 |
|
|
2016
Q2 | $5.4M | Buy |
49,096
+13,506
| +38% | +$1.49M | 1.02% | 23 |
|
|
2016
Q1 | $3.88M | Sell |
35,590
-4,845
| -12% | -$529K | 1.24% | 29 |
|
|
2015
Q4 | $4.36M | Buy |
40,435
+6,939
| +21% | +$747K | 2.92% | 10 |
|
|
2015
Q3 | $3.67M | Buy |
+33,496
| New | +$3.67M | 1.41% | 21 |
|