Mariner Independent Advisor Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$930K	Buy	+11,457	New	+$943K	0.04%	384
2021 Q3	–	Sell	-10,415	Closed	-$897K	–	520
2021 Q2	$897K	Sell	10,415 -1,106	-10%	-$95.4K	0.04%	351
2021 Q1	$994K	Sell	11,521 -86,594	-88%	-$7.48M	0.05%	301
2020 Q4	$8.47M	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%	-$1.42M	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%	+$244K	0.39%	66
2019 Q1	$4.84M	Buy	57,689 +3,851	+7%	+$322K	0.41%	63
2018 Q4	$4.5M	Buy	+53,838	New	+$4.47M	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	+$985K	0.66%	39
2015 Q1	–	Sell	-4,419	Closed	-$373K	–	153
2014 Q4	$373K	Buy	4,419 +680	+18%	+$57.6K	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

Other funds holding SHY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Mariner Independent Advisor Network opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2022: 11,457 shares worth $930K. The stake represents 0.04% of the portfolio and ranks #384 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in SHY as recently as Q2 2021.

Mariner Independent Advisor Network first reported a position in SHY in Q2 2014 and has held it in 17 quarters since. The position peaked at $8.83M in Q4 2019. 1,041 funds tracked by Wall St. Rank hold SHY as of Q3 2022.

Mariner Independent Advisor Network held 11,457 shares of iShares 1-3 Year Treasury Bond ETF worth $930K as of Q3 2022.
iShares 1-3 Year Treasury Bond ETF was a new Mariner Independent Advisor Network position in Q3 2022.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #384 holding.
Mariner Independent Advisor Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2014 and has held it in 17 quarters since.
Mariner Independent Advisor Network's iShares 1-3 Year Treasury Bond ETF position peaked at $8.83M in Q4 2019.
1,041 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2022.

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