MIAN
Mariner Independent Advisor Network’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.09M | Sell |
69,162
-5,527
| -7% | -$566K | 0.3% | 72 |
|
|
2022
Q2 | $8.5M | Buy |
+74,689
| New | +$8.5M | 0.36% | 69 |
|
|
2022
Q1 | – | Sell |
-14,780
| Closed | -$2.14M | – | 532 |
|
|
2021
Q4 | $2.14M | Buy |
+14,780
| New | +$2.14M | 0.1% | 215 |
|
|
2021
Q1 | – | Sell |
-46,590
| Closed | -$7.35M | – | 456 |
|
|
2020
Q4 | $7.35M | Buy |
46,590
+22,548
| +94% | +$3.56M | 0.39% | 57 |
|
|
2020
Q3 | $3.92M | Sell |
24,042
-10,122
| -30% | -$1.65M | 0.32% | 78 |
|
|
2020
Q2 | $5.58M | Sell |
34,164
-17,720
| -34% | -$2.89M | 0.51% | 46 |
|
|
2020
Q1 | $8.65M | Sell |
51,884
-18,095
| -26% | -$3.02M | 0.78% | 25 |
|
|
2019
Q4 | $9.49M | Buy |
69,979
+17,988
| +35% | +$2.44M | 0.68% | 30 |
|
|
2019
Q3 | $7.45M | Sell |
51,991
-16,110
| -24% | -$2.31M | 0.57% | 38 |
|
|
2019
Q2 | $8.98M | Buy |
68,101
+3,551
| +6% | +$468K | 0.68% | 30 |
|
|
2019
Q1 | $8.03M | Buy |
64,550
+1,615
| +3% | +$201K | 0.68% | 32 |
|
|
2018
Q4 | $7.61M | Buy |
62,935
+5,680
| +10% | +$687K | 0.68% | 28 |
|
|
2018
Q3 | $6.7M | Buy |
+57,255
| New | +$6.7M | 0.84% | 29 |
|
|
2016
Q4 | – | Sell |
-42,232
| Closed | -$5.81M | – | 202 |
|
|
2016
Q3 | $5.81M | Buy |
42,232
+10,161
| +32% | +$1.4M | 0.83% | 37 |
|
|
2016
Q2 | $4.46M | Sell |
32,071
-42,008
| -57% | -$5.84M | 0.84% | 32 |
|
|
2016
Q1 | $9.64M | Buy |
+74,079
| New | +$9.64M | 3.07% | 5 |
|
|
2015
Q1 | – | Sell |
-3,568
| Closed | -$449K | – | 156 |
|
|
2014
Q4 | $449K | Buy |
3,568
+1,683
| +89% | +$212K | 0.21% | 90 |
|
|
2014
Q3 | $219K | Sell |
1,885
-64,499
| -97% | -$7.5M | 0.11% | 121 |
|
|
2014
Q2 | $7.54M | Buy |
+66,384
| New | +$7.54M | 3.71% | 7 |
|