MIAN
Mariner Independent Advisor Network’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.93M | Sell |
75,611
-7,532
| -9% | -$790K | 0.34% | 63 |
|
|
2022
Q2 | $9.46M | Sell |
83,143
-4,331
| -5% | -$493K | 0.4% | 58 |
|
|
2022
Q1 | $10.6M | Buy |
87,474
+6,590
| +8% | +$802K | 0.41% | 56 |
|
|
2021
Q4 | $10.4M | Buy |
80,884
+28,740
| +55% | +$3.7M | 0.49% | 44 |
|
|
2021
Q3 | $6.65M | Buy |
52,144
+16,305
| +45% | +$2.08M | 0.33% | 79 |
|
|
2021
Q2 | $4.57M | Buy |
35,839
+21,265
| +146% | +$2.71M | 0.21% | 121 |
|
|
2021
Q1 | $1.83M | Buy |
+14,574
| New | +$1.83M | 0.1% | 219 |
|
|
2018
Q2 | – | Sell |
-11,193
| Closed | -$1.27M | – | 294 |
|
|
2018
Q1 | $1.27M | Buy |
+11,193
| New | +$1.27M | 0.08% | 193 |
|
|
2016
Q3 | – | Sell |
-15,968
| Closed | -$1.86M | – | 191 |
|
|
2016
Q2 | $1.86M | Buy |
+15,968
| New | +$1.86M | 0.35% | 73 |
|
|
2016
Q1 | – | Sell |
-10,564
| Closed | -$1.16M | – | 130 |
|
|
2015
Q4 | $1.16M | Buy |
+10,564
| New | +$1.16M | 0.78% | 34 |
|
|
2015
Q3 | – | Sell |
-13,071
| Closed | -$1.46M | – | 137 |
|
|
2015
Q2 | $1.46M | Buy |
13,071
+1,729
| +15% | +$194K | 0.72% | 48 |
|
|
2015
Q1 | $1.29M | Sell |
11,342
-2,640
| -19% | -$300K | 0.72% | 40 |
|
|
2014
Q4 | $1.57M | Buy |
+13,982
| New | +$1.57M | 0.73% | 32 |
|