Mariner Independent Advisor Network’s Invesco Short Term Treasury ETF TBLL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.7M	Buy	25,613 +13,085	+104%	+$1.38M	0.12%	187
2022 Q2	$1.32M	Buy	+12,528	New	+$1.32M	0.06%	320
2020 Q4	–	Sell	-31,393	Closed	-$3.32M	–	416
2020 Q3	$3.32M	Sell	31,393 -39,918	-56%	-$4.22M	0.28%	94
2020 Q2	$7.54M	Sell	71,311 -28,132	-28%	-$2.98M	0.7%	32
2020 Q1	$10.5M	Buy	+99,443	New	+$10.5M	0.95%	20

Other funds holding TBLL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return

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

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

Mariner Independent Advisor Network increased its Invesco Short Term Treasury ETF (TBLL) stake by 104% in Q3 2022, buying an estimated $1.38M and bringing the position to 25,613 shares worth $2.7M. The position accounts for 0.12% of the portfolio, ranked #187.

Mariner Independent Advisor Network first reported a position in TBLL in Q1 2020 and has held it in 5 quarters since. The position peaked at $10.5M in Q1 2020. 54 funds tracked by Wall St. Rank hold TBLL as of Q3 2022.

Mariner Independent Advisor Network held 25,613 shares of Invesco Short Term Treasury ETF worth $2.7M as of Q3 2022.
Mariner Independent Advisor Network bought 13,085 Invesco Short Term Treasury ETF shares in Q3 2022, an estimated $1.38M.
Invesco Short Term Treasury ETF made up 0.12% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #187 holding.
Mariner Independent Advisor Network first reported a position in Invesco Short Term Treasury ETF in Q1 2020 and has held it in 5 quarters since.
Mariner Independent Advisor Network's Invesco Short Term Treasury ETF position peaked at $10.5M in Q1 2020.
54 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2022.

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