Mariner Independent Advisor Network’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13,113	Closed	-$636K	–	589
2022 Q2	$636K	Sell	13,113 -4,614	-26%	-$225K	0.03%	441
2022 Q1	$872K	Sell	17,727 -6,351	-26%	-$318K	0.03%	376
2021 Q4	$1.23M	Buy	24,078 +6,278	+35%	+$322K	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%	-$3M	0.08%	229
2019 Q4	$3.92M	Buy	76,783 +11,391	+17%	+$582K	0.28%	88
2019 Q3	$3.34M	Buy	65,392 +12,183	+23%	+$621K	0.25%	98
2019 Q2	$2.7M	Buy	53,209 +1,894	+4%	+$95.6K	0.2%	122
2019 Q1	$2.58M	Buy	51,315 +3,385	+7%	+$169K	0.22%	108
2018 Q4	$2.38M	Buy	+47,930	New	+$2.37M	0.21%	113

Other funds holding SLQD

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Mariner Independent Advisor Network sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q3 2022, closing a stake of 13,113 shares — an estimated $636K sold.

Mariner Independent Advisor Network first reported a position in SLQD in Q4 2018 and held it in 15 quarters. The position peaked at $3.92M in Q4 2019. 234 funds tracked by Wall St. Rank hold SLQD as of Q3 2022.

Mariner Independent Advisor Network reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 13,113 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $636K.
Mariner Independent Advisor Network first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
Mariner Independent Advisor Network's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $3.92M in Q4 2019.
234 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q3 2022.

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