Mariner Independent Advisor Network’s iShares Short Maturity Bond ETF NEAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.14M	Buy	63,714 +4,109	+7%	+$202K	0.13%	167
2022 Q2	$2.94M	Buy	59,605 +2,162	+4%	+$107K	0.12%	176
2022 Q1	$2.85M	Buy	57,443 +13,255	+30%	+$660K	0.11%	189
2021 Q4	$2.21M	Buy	44,188 +8,470	+24%	+$424K	0.1%	207
2021 Q3	$1.79M	Sell	35,718 -2,630	-7%	-$132K	0.09%	243
2021 Q2	$1.92M	Sell	38,348 -5,790	-13%	-$291K	0.09%	242
2021 Q1	$2.21M	Buy	44,138 +7,303	+20%	+$367K	0.12%	180
2020 Q4	$1.85M	Buy	36,835 +3,963	+12%	+$199K	0.1%	214
2020 Q3	$1.65M	Sell	32,872 -400	-1%	-$20K	0.14%	167
2020 Q2	$1.66M	Sell	33,272 -19,198	-37%	-$949K	0.15%	159
2020 Q1	$2.54M	Buy	52,470 +12,544	+31%	+$625K	0.23%	110
2019 Q4	$2.01M	Sell	39,926 -11,652	-23%	-$586K	0.14%	165
2019 Q3	$2.6M	Sell	51,578 -8,805	-15%	-$443K	0.2%	117
2019 Q2	$3.04M	Sell	60,383 -4,662	-7%	-$234K	0.23%	109
2019 Q1	$3.27M	Sell	65,045 -11,209	-15%	-$561K	0.28%	88
2018 Q4	$3.8M	Buy	+76,254	New	+$3.81M	0.34%	76
2018 Q3	–	Sell	-28,895	Closed	-$1.45M	–	264
2018 Q2	$1.45M	Buy	28,895 +1,175	+4%	+$58.9K	0.26%	77
2018 Q1	$1.39M	Buy	27,720 +3,243	+13%	+$163K	0.09%	184
2017 Q4	$1.23M	Buy	24,477 +11,665	+91%	+$586K	0.13%	161
2017 Q3	$644K	Buy	12,812 +273	+2%	+$13.7K	0.1%	113
2017 Q2	$630K	Buy	+12,539	New	+$630K	0.09%	145
2017 Q1	–	Sell	-11,025	Closed	-$553K	–	317
2016 Q4	$553K	Sell	11,025 -8,074	-42%	-$405K	0.09%	122
2016 Q3	$959K	Buy	19,099 +2,067	+12%	+$104K	0.14%	109
2016 Q2	$854K	Buy	17,032 +1,398	+9%	+$70K	0.16%	101
2016 Q1	$782K	Buy	+15,634	New	+$782K	0.25%	82
2015 Q4	–	Sell	-12,894	Closed	-$646K	–	139
2015 Q3	$646K	Buy	+12,894	New	+$646K	0.25%	91

Other funds holding NEAR

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Short Maturity Bond ETF (NEAR) stake by 6.9% in Q3 2022, buying an estimated $202K and bringing the position to 63,714 shares worth $3.14M. The position accounts for 0.13% of the portfolio, ranked #167.

Mariner Independent Advisor Network first reported a position in NEAR in Q3 2015 and has held it in 26 quarters since. The position peaked at $3.8M in Q4 2018. 337 funds tracked by Wall St. Rank hold NEAR as of Q3 2022.

Mariner Independent Advisor Network held 63,714 shares of iShares Short Maturity Bond ETF worth $3.14M as of Q3 2022.
Mariner Independent Advisor Network bought 4,109 iShares Short Maturity Bond ETF shares in Q3 2022, an estimated $202K.
iShares Short Maturity Bond ETF made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #167 holding.
Mariner Independent Advisor Network first reported a position in iShares Short Maturity Bond ETF in Q3 2015 and has held it in 26 quarters since.
Mariner Independent Advisor Network's iShares Short Maturity Bond ETF position peaked at $3.8M in Q4 2018.
337 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q3 2022.

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