MIAN
PBND

Mariner Independent Advisor Network’s Invesco PureBeta US Aggregate Bond ETF PBND Stock Holding History

Mariner Independent Advisor Network’s Portfolio PBND Stock Details PBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$4.77M Buy
220,597
+49,184
+29% +$1.12M 0.2% 125
2022
Q2 		$3.91M Buy
+171,413
New +$3.95M 0.16% 142

Other funds holding PBND

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Invesco PureBeta US Aggregate Bond ETF (PBND) stake by 29% in Q3 2022, buying an estimated $1.12M and bringing the position to 220,597 shares worth $4.77M. The position accounts for 0.2% of the portfolio, ranked #125.

Mariner Independent Advisor Network first reported a position in PBND in Q2 2022 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PBND as of Q3 2022.

  • Mariner Independent Advisor Network held 220,597 shares of Invesco PureBeta US Aggregate Bond ETF worth $4.77M as of Q3 2022.
  • Mariner Independent Advisor Network bought 49,184 Invesco PureBeta US Aggregate Bond ETF shares in Q3 2022, an estimated $1.12M.
  • Invesco PureBeta US Aggregate Bond ETF made up 0.2% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #125 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco PureBeta US Aggregate Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Invesco PureBeta US Aggregate Bond ETF as of Q3 2022.

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