MIAN
Mariner Independent Advisor Network’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,113
| Closed | -$636K | – | 589 |
|
|
2022
Q2 | $636K | Sell |
13,113
-4,614
| -26% | -$224K | 0.03% | 441 |
|
|
2022
Q1 | $872K | Sell |
17,727
-6,351
| -26% | -$312K | 0.03% | 376 |
|
|
2021
Q4 | $1.23M | Buy |
24,078
+6,278
| +35% | +$320K | 0.06% | 305 |
|
|
2021
Q3 | $919K | Hold |
17,800
| – | – | 0.04% | 343 |
|
|
2021
Q2 | $921K | Hold |
17,800
| – | – | 0.04% | 348 |
|
|
2021
Q1 | $920K | Hold |
17,800
| – | – | 0.05% | 313 |
|
|
2020
Q4 | $930K | Buy |
17,800
+200
| +1% | +$10.4K | 0.05% | 292 |
|
|
2020
Q3 | $916K | Hold |
17,600
| – | – | 0.08% | 223 |
|
|
2020
Q2 | $916K | Hold |
17,600
| – | – | 0.08% | 218 |
|
|
2020
Q1 | $877K | Sell |
17,600
-59,183
| -77% | -$2.95M | 0.08% | 229 |
|
|
2019
Q4 | $3.92M | Buy |
76,783
+11,391
| +17% | +$581K | 0.28% | 88 |
|
|
2019
Q3 | $3.34M | Buy |
65,392
+12,183
| +23% | +$622K | 0.25% | 98 |
|
|
2019
Q2 | $2.7M | Buy |
53,209
+1,894
| +4% | +$96.3K | 0.2% | 122 |
|
|
2019
Q1 | $2.58M | Buy |
51,315
+3,385
| +7% | +$170K | 0.22% | 108 |
|
|
2018
Q4 | $2.38M | Buy |
+47,930
| New | +$2.38M | 0.21% | 113 |
|