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Mariner Independent Advisor Network’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Mariner Independent Advisor Network’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$3.84M Buy
121,307
+4,500
+4% +$151K 0.17% 144
2022
Q2 		$3.87M Buy
116,807
+10,775
+10% +$365K 0.16% 146
2022
Q1 		$3.83M Buy
106,032
+33,707
+47% +$1.24M 0.15% 154
2021
Q4 		$2.84M Sell
72,325
-19,475
-21% -$757K 0.13% 176
2021
Q3 		$3.57M Buy
91,800
+4,789
+6% +$188K 0.17% 147
2021
Q2 		$3.42M Buy
87,011
+30,288
+53% +$1.17M 0.15% 162
2021
Q1 		$2.17M Sell
56,723
-1,197
-2% -$45.4K 0.11% 186
2020
Q4 		$2.23M Buy
57,920
+12,535
+28% +$468K 0.12% 182
2020
Q3 		$1.65M Buy
45,385
+4,572
+11% +$165K 0.14% 168
2020
Q2 		$1.41M Sell
40,813
-17,772
-30% -$606K 0.13% 175
2020
Q1 		$1.79M Buy
58,585
+2,384
+4% +$85.5K 0.16% 144
2019
Q4 		$2.12M Buy
56,201
+4,773
+9% +$178K 0.15% 152
2019
Q3 		$1.92M Buy
51,428
+1,212
+2% +$45.1K 0.15% 167
2019
Q2 		$1.85M Buy
50,216
+2,079
+4% +$76.2K 0.14% 157
2019
Q1 		$1.76M Sell
48,137
-698
-1% -$25.1K 0.15% 157
2018
Q4 		$1.7M Sell
48,835
-2,460
-5% -$87.1K 0.15% 151
2018
Q3 		$1.89M Buy
51,295
+34,161
+199% +$1.28M 0.24% 97
2018
Q2 		$646K Sell
17,134
-29,051
-63% -$1.08M 0.11% 110
2018
Q1 		$1.73M Sell
46,185
-3,037
-6% -$114K 0.11% 149
2017
Q4 		$1.87M Buy
49,222
+33,259
+208% +$1.28M 0.2% 121
2017
Q3 		$620K Sell
15,963
-54,666
-77% -$2.13M 0.1% 120
2017
Q2 		$2.77M Buy
70,629
+40,307
+133% +$1.57M 0.4% 75
2017
Q1 		$1.17M Buy
30,322
+12,029
+66% +$460K 0.14% 92
2016
Q4 		$681K Sell
18,293
-57,786
-76% -$2.2M 0.11% 119
2016
Q3 		$3M Buy
76,079
+13,617
+22% +$543K 0.43% 67
2016
Q2 		$2.49M Buy
62,462
+42,317
+210% +$1.66M 0.47% 59
2016
Q1 		$7.79M Sell
20,145
-15,710
-44% -$601K 2.48% 9
2015
Q4 		$1.39M Buy
35,855
+134
+0.4% +$5.21K 0.93% 31
2015
Q3 		$1.38M Buy
35,721
+4,703
+15% +$184K 0.53% 54
2015
Q2 		$1.21M Buy
31,018
+1,704
+6% +$67.6K 0.59% 54
2015
Q1 		$1.18M Sell
29,314
-2,071
-7% -$82.5K 0.66% 43
2014
Q4 		$1.24M Buy
31,385
+809
+3% +$32K 0.57% 45
2014
Q3 		$1.21M Sell
30,576
-952
-3% -$37.7K 0.63% 36
2014
Q2 		$1.26M Buy
+31,528
New +$1.24M 0.62% 38

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its iShares Preferred and Income Securities ETF (PFF) stake by 3.9% in Q3 2022, buying an estimated $151K and bringing the position to 121,307 shares worth $3.84M. The position accounts for 0.17% of the portfolio, ranked #144.

Mariner Independent Advisor Network first reported a position in PFF in Q2 2014 and has held it in 34 quarters since. The position peaked at $7.79M in Q1 2016. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

  • Mariner Independent Advisor Network held 121,307 shares of iShares Preferred and Income Securities ETF worth $3.84M as of Q3 2022.
  • Mariner Independent Advisor Network bought 4,500 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $151K.
  • iShares Preferred and Income Securities ETF made up 0.17% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #144 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Preferred and Income Securities ETF in Q2 2014 and has held it in 34 quarters since.
  • Mariner Independent Advisor Network's iShares Preferred and Income Securities ETF position peaked at $7.79M in Q1 2016.
  • 950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

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