Mariner Independent Advisor Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $930K | Buy |
+11,457
| New | +$930K | 0.04% | 384 |
|
|
2021
Q3 | – | Sell |
-10,415
| Closed | -$897K | – | 520 |
|
|
2021
Q2 | $897K | Sell |
10,415
-1,106
| -10% | -$95.3K | 0.04% | 351 |
|
|
2021
Q1 | $994K | Sell |
11,521
-86,594
| -88% | -$7.47M | 0.05% | 301 |
|
|
2020
Q4 | $8.48M | Buy |
98,115
+21,782
| +29% | +$1.88M | 0.45% | 42 |
|
|
2020
Q3 | $6.6M | Buy |
76,333
+2,842
| +4% | +$246K | 0.55% | 41 |
|
|
2020
Q2 | $6.36M | Sell |
73,491
-14,141
| -16% | -$1.22M | 0.59% | 38 |
|
|
2020
Q1 | $7.59M | Sell |
87,632
-16,665
| -16% | -$1.44M | 0.69% | 32 |
|
|
2019
Q4 | $8.83M | Buy |
104,297
+38,025
| +57% | +$3.22M | 0.64% | 34 |
|
|
2019
Q3 | $5.62M | Buy |
66,272
+5,689
| +9% | +$482K | 0.43% | 60 |
|
|
2019
Q2 | $5.12M | Buy |
60,583
+2,894
| +5% | +$245K | 0.39% | 66 |
|
|
2019
Q1 | $4.84M | Buy |
57,689
+3,851
| +7% | +$323K | 0.41% | 63 |
|
|
2018
Q4 | $4.5M | Buy |
+53,838
| New | +$4.5M | 0.4% | 65 |
|
|
2017
Q2 | – | Sell |
-4,154
| Closed | -$351K | – | 311 |
|
|
2017
Q1 | $351K | Buy |
+4,154
| New | +$351K | 0.04% | 186 |
|
|
2016
Q1 | – | Sell |
-11,636
| Closed | -$982K | – | 128 |
|
|
2015
Q4 | $982K | Buy |
+11,636
| New | +$982K | 0.66% | 39 |
|
|
2015
Q1 | – | Sell |
-4,419
| Closed | -$373K | – | 153 |
|
|
2014
Q4 | $373K | Buy |
4,419
+680
| +18% | +$57.4K | 0.17% | 103 |
|
|
2014
Q3 | $316K | Buy |
3,739
+20
| +0.5% | +$1.69K | 0.17% | 84 |
|
|
2014
Q2 | $314K | Buy |
+3,719
| New | +$314K | 0.15% | 88 |
|