Mariner Independent Advisor Network’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$7.93M	Sell	75,611 -7,532	-9%	-$853K	0.34%	63
2022 Q2	$9.46M	Sell	83,143 -4,331	-5%	-$514K	0.4%	58
2022 Q1	$10.6M	Buy	87,474 +6,590	+8%	+$829K	0.41%	56
2021 Q4	$10.4M	Buy	80,884 +28,740	+55%	+$3.71M	0.49%	44
2021 Q3	$6.65M	Buy	52,144 +16,305	+45%	+$2.1M	0.33%	79
2021 Q2	$4.57M	Buy	35,839 +21,265	+146%	+$2.7M	0.21%	121
2021 Q1	$1.82M	Buy	+14,574	New	+$1.84M	0.1%	219
2018 Q2	–	Sell	-11,193	Closed	-$1.26M	–	294
2018 Q1	$1.26M	Buy	+11,193	New	+$1.26M	0.08%	193
2016 Q3	–	Sell	-15,968	Closed	-$1.86M	–	191
2016 Q2	$1.86M	Buy	+15,968	New	+$1.83M	0.35%	73
2016 Q1	–	Sell	-10,564	Closed	-$1.16M	–	130
2015 Q4	$1.16M	Buy	+10,564	New	+$1.17M	0.78%	34
2015 Q3	–	Sell	-13,071	Closed	-$1.46M	–	137
2015 Q2	$1.46M	Buy	13,071 +1,729	+15%	+$195K	0.72%	48
2015 Q1	$1.29M	Sell	11,342 -2,640	-19%	-$299K	0.72%	40
2014 Q4	$1.57M	Buy	+13,982	New	+$1.58M	0.73%	32

Other funds holding TIP

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares TIPS Bond ETF (TIP) stake by 9.1% in Q3 2022, selling an estimated $853K and leaving 75,611 shares worth $7.93M. The position accounts for 0.34% of the portfolio, ranked #63.

Mariner Independent Advisor Network first reported a position in TIP in Q4 2014 and has held it in 13 quarters since. The position peaked at $10.6M in Q1 2022. 1,222 funds tracked by Wall St. Rank hold TIP as of Q3 2022.

Mariner Independent Advisor Network held 75,611 shares of iShares TIPS Bond ETF worth $7.93M as of Q3 2022.
Mariner Independent Advisor Network sold 7,532 iShares TIPS Bond ETF shares in Q3 2022, an estimated $853K.
iShares TIPS Bond ETF made up 0.34% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #63 holding.
Mariner Independent Advisor Network first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 13 quarters since.
Mariner Independent Advisor Network's iShares TIPS Bond ETF position peaked at $10.6M in Q1 2022.
1,222 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2022.

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