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Mariner Independent Advisor Network’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Mariner Independent Advisor Network’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.3M Sell
27,005
-5,827
-18% -$297K 0.06% 329
2022
Q2 		$1.67M Sell
32,832
-3,323
-9% -$173K 0.07% 280
2022
Q1 		$1.98M Buy
36,155
+4,081
+13% +$232K 0.08% 261
2021
Q4 		$1.9M Sell
32,074
-486
-1% -$29.1K 0.09% 231
2021
Q3 		$1.95M Sell
32,560
-431
-1% -$26.2K 0.1% 228
2021
Q2 		$2M Sell
32,991
-2,074
-6% -$124K 0.09% 237
2021
Q1 		$2.07M Sell
35,065
-54
-0.2% -$3.25K 0.11% 197
2020
Q4 		$2.18M Sell
35,119
-2,773
-7% -$170K 0.12% 187
2020
Q3 		$2.3M Sell
37,892
-2,674
-7% -$164K 0.19% 135
2020
Q2 		$2.45M Sell
40,566
-3,209
-7% -$188K 0.23% 111
2020
Q1 		$2.42M Buy
43,775
+6,127
+16% +$356K 0.22% 114
2019
Q4 		$2.19M Buy
37,648
+2,313
+7% +$135K 0.16% 144
2019
Q3 		$2.06M Sell
35,335
-2,729
-7% -$157K 0.16% 147
2019
Q2 		$2.17M Buy
38,064
+1,084
+3% +$60.2K 0.16% 142
2019
Q1 		$2.03M Buy
36,980
+221
+0.6% +$11.9K 0.17% 138
2018
Q4 		$1.95M Buy
36,759
+825
+2% +$43.5K 0.17% 133
2018
Q3 		$1.92M Buy
+35,934
New +$1.93M 0.24% 93
2018
Q2 		– Sell
-30,100
Closed -$1.64M – 298
2018
Q1 		$1.64M Buy
30,100
+4,146
+16% +$227K 0.1% 158
2017
Q4 		$1.45M Buy
+25,954
New +$1.45M 0.15% 148
2017
Q2 		– Sell
-283,308
Closed -$15.6M – 332
2017
Q1 		$15.6M Buy
+283,308
New +$15.5M 1.9% 12

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 18% in Q3 2022, selling an estimated $297K and leaving 27,005 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #329.

Mariner Independent Advisor Network first reported a position in USIG in Q1 2017 and has held it in 20 quarters since. The position peaked at $15.6M in Q1 2017. 267 funds tracked by Wall St. Rank hold USIG as of Q3 2022.

  • Mariner Independent Advisor Network held 27,005 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $1.3M as of Q3 2022.
  • Mariner Independent Advisor Network sold 5,827 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $297K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #329 holding.
  • Mariner Independent Advisor Network first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 20 quarters since.
  • Mariner Independent Advisor Network's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $15.6M in Q1 2017.
  • 267 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2022.

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