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Mariner Independent Advisor Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mariner Independent Advisor Network’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$7.09M Sell
69,162
-5,527
-7% -$622K 0.3% 72
2022
Q2 		$8.5M Buy
+74,689
New +$8.8M 0.36% 69
2022
Q1 		– Sell
-14,780
Closed -$2.14M – 532
2021
Q4 		$2.14M Buy
+14,780
New +$2.18M 0.1% 215
2021
Q1 		– Sell
-46,590
Closed -$7.35M – 456
2020
Q4 		$7.35M Buy
46,590
+22,548
+94% +$3.58M 0.39% 57
2020
Q3 		$3.92M Sell
24,042
-10,122
-30% -$1.68M 0.32% 78
2020
Q2 		$5.58M Sell
34,164
-17,720
-34% -$2.92M 0.51% 46
2020
Q1 		$8.65M Sell
51,884
-18,095
-26% -$2.7M 0.78% 25
2019
Q4 		$9.49M Buy
69,979
+17,988
+35% +$2.5M 0.68% 30
2019
Q3 		$7.45M Sell
51,991
-16,110
-24% -$2.24M 0.57% 38
2019
Q2 		$8.97M Buy
68,101
+3,551
+6% +$451K 0.68% 30
2019
Q1 		$8.03M Buy
64,550
+1,615
+3% +$196K 0.68% 32
2018
Q4 		$7.61M Buy
62,935
+5,680
+10% +$657K 0.68% 28
2018
Q3 		$6.7M Buy
+57,255
New +$6.87M 0.84% 29
2016
Q4 		– Sell
-42,232
Closed -$5.81M – 202
2016
Q3 		$5.81M Buy
42,232
+10,161
+32% +$1.41M 0.83% 37
2016
Q2 		$4.46M Sell
32,071
-42,008
-57% -$5.54M 0.84% 32
2016
Q1 		$9.64M Buy
+74,079
New +$9.49M 3.07% 5
2015
Q1 		– Sell
-3,568
Closed -$449K – 156
2014
Q4 		$449K Buy
3,568
+1,683
+89% +$204K 0.21% 90
2014
Q3 		$219K Sell
1,885
-64,499
-97% -$7.42M 0.11% 121
2014
Q2 		$7.54M Buy
+66,384
New +$7.41M 3.71% 7

Other funds holding TLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 7.4% in Q3 2022, selling an estimated $622K and leaving 69,162 shares worth $7.09M. The position accounts for 0.3% of the portfolio, ranked #72.

Mariner Independent Advisor Network first reported a position in TLT in Q2 2014 and has held it in 19 quarters since. The position peaked at $9.64M in Q1 2016. 733 funds tracked by Wall St. Rank hold TLT as of Q3 2022.

  • Mariner Independent Advisor Network held 69,162 shares of iShares 20+ Year Treasury Bond ETF worth $7.09M as of Q3 2022.
  • Mariner Independent Advisor Network sold 5,527 iShares 20+ Year Treasury Bond ETF shares in Q3 2022, an estimated $622K.
  • iShares 20+ Year Treasury Bond ETF made up 0.3% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #72 holding.
  • Mariner Independent Advisor Network first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 19 quarters since.
  • Mariner Independent Advisor Network's iShares 20+ Year Treasury Bond ETF position peaked at $9.64M in Q1 2016.
  • 733 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2022.

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