Mariner Independent Advisor Network’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.3M | Sell |
27,005
-5,827
| -18% | -$280K | 0.06% | 329 |
|
|
2022
Q2 | $1.67M | Sell |
32,832
-3,323
| -9% | -$169K | 0.07% | 280 |
|
|
2022
Q1 | $1.98M | Buy |
36,155
+4,081
| +13% | +$224K | 0.08% | 261 |
|
|
2021
Q4 | $1.9M | Sell |
32,074
-486
| -1% | -$28.9K | 0.09% | 231 |
|
|
2021
Q3 | $1.95M | Sell |
32,560
-431
| -1% | -$25.9K | 0.1% | 228 |
|
|
2021
Q2 | $2M | Sell |
32,991
-2,074
| -6% | -$125K | 0.09% | 237 |
|
|
2021
Q1 | $2.07M | Sell |
35,065
-54
| -0.2% | -$3.18K | 0.11% | 197 |
|
|
2020
Q4 | $2.18M | Sell |
35,119
-2,773
| -7% | -$172K | 0.12% | 187 |
|
|
2020
Q3 | $2.3M | Sell |
37,892
-2,674
| -7% | -$162K | 0.19% | 135 |
|
|
2020
Q2 | $2.45M | Sell |
40,566
-3,209
| -7% | -$194K | 0.23% | 111 |
|
|
2020
Q1 | $2.42M | Buy |
43,775
+6,127
| +16% | +$339K | 0.22% | 114 |
|
|
2019
Q4 | $2.2M | Buy |
37,648
+2,313
| +7% | +$135K | 0.16% | 144 |
|
|
2019
Q3 | $2.06M | Sell |
35,335
-2,729
| -7% | -$159K | 0.16% | 147 |
|
|
2019
Q2 | $2.17M | Buy |
38,064
+1,084
| +3% | +$61.7K | 0.16% | 142 |
|
|
2019
Q1 | $2.03M | Buy |
36,980
+221
| +0.6% | +$12.1K | 0.17% | 138 |
|
|
2018
Q4 | $1.95M | Buy |
36,759
+825
| +2% | +$43.9K | 0.17% | 133 |
|
|
2018
Q3 | $1.92M | Buy |
+35,934
| New | +$1.92M | 0.24% | 93 |
|
|
2018
Q2 | – | Sell |
-30,100
| Closed | -$1.64M | – | 298 |
|
|
2018
Q1 | $1.64M | Buy |
30,100
+4,146
| +16% | +$226K | 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 | +$15.6M | 1.9% | 12 |
|