Mariner Independent Advisor Network’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,091	Closed	-$449K	–	506
2021 Q3	$449K	Buy	11,091 +631	+6%	+$25.5K	0.02%	411
2021 Q2	$423K	Sell	10,460 -86	-0.8%	-$3.48K	0.02%	430
2021 Q1	$426K	Buy	+10,546	New	+$427K	0.02%	379
2020 Q3	–	Sell	-49,850	Closed	-$2.01M	–	343
2020 Q2	$2.01M	Sell	49,850 -18,568	-27%	-$739K	0.18%	134
2020 Q1	$2.67M	Buy	+68,418	New	+$2.74M	0.24%	106

Other funds holding ULST

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JCA

January Capital Advisors San Francisco, California $120M AUM

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Mariner Independent Advisor Network's ULST Position: Q4 2021 in Review

Mariner Independent Advisor Network sold out of State Street Ultra Short Term Bond ETF (ULST) in Q4 2021, closing a stake of 11,091 shares — an estimated $449K sold.

Mariner Independent Advisor Network first reported a position in ULST in Q1 2020 and held it in 5 quarters. The position peaked at $2.67M in Q1 2020. 80 funds tracked by Wall St. Rank hold ULST as of Q4 2021.

Mariner Independent Advisor Network reported no remaining State Street Ultra Short Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 11,091 State Street Ultra Short Term Bond ETF shares in Q4 2021, an estimated $449K.
Mariner Independent Advisor Network first reported a position in State Street Ultra Short Term Bond ETF in Q1 2020 and held it in 5 quarters.
Mariner Independent Advisor Network's State Street Ultra Short Term Bond ETF position peaked at $2.67M in Q1 2020.
80 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q4 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2021, filed 16 Feb 2022.