Mariner
IBDR icon

Mariner’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Mariner’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4M Sell
1,007,776
-4,398
-0.4% -$106K 0.03% 431
2026
Q1 		$24.5M Buy
1,012,174
+29,317
+3% +$710K 0.03% 416
2025
Q4 		$23.8M Buy
982,857
+721,183
+276% +$17.5M 0.03% 403
2025
Q3 		$6.36M Buy
261,674
+40,450
+18% +$980K 0.01% 818
2025
Q2 		$5.36M Sell
221,224
-4,773
-2% -$115K 0.01% 836
2025
Q1 		$5.47M Buy
225,997
+17,569
+8% +$424K 0.01% 787
2024
Q4 		$5.02M Buy
208,428
+27,334
+15% +$659K 0.01% 800
2024
Q3 		$4.4M Sell
181,094
-31,555
-15% -$760K 0.01% 832
2024
Q2 		$5.07M Sell
212,649
-12,060
-5% -$286K 0.01% 717
2024
Q1 		$5.36M Buy
224,709
+50,910
+29% +$1.21M 0.01% 700
2023
Q4 		$4.15M Sell
173,799
-19,184
-10% -$450K 0.01% 756
2023
Q3 		$4.5M Buy
192,983
+8,816
+5% +$206K 0.01% 678
2023
Q2 		$4.32M Buy
184,167
+5,624
+3% +$133K 0.01% 697
2023
Q1 		$4.24M Buy
178,543
+12,742
+8% +$300K 0.01% 684
2022
Q4 		$3.87M Sell
165,801
-16,599
-9% -$385K 0.01% 696
2022
Q3 		$4.21M Sell
182,400
-20,330
-10% -$484K 0.02% 559
2022
Q2 		$4.82M Sell
202,730
-56,019
-22% -$1.35M 0.02% 498
2022
Q1 		$6.38M Sell
258,749
-124,386
-32% -$3.15M 0.02% 438
2021
Q4 		$9.99M Sell
383,135
-41,626
-10% -$1.09M 0.04% 310
2021
Q3 		$11.3M Sell
424,761
-70,944
-14% -$1.89M 0.06% 261
2021
Q2 		$13.2M Sell
495,705
-54,517
-10% -$1.45M 0.08% 210
2021
Q1 		$14.5M Buy
550,222
+23,506
+4% +$628K 0.1% 186
2020
Q4 		$14.3M Buy
526,716
+151,026
+40% +$4.06M 0.11% 186
2020
Q3 		$10.1M Buy
375,690
+174,522
+87% +$4.69M 0.09% 197
2020
Q2 		$5.37M Buy
201,168
+140,165
+230% +$3.62M 0.05% 252
2020
Q1 		$1.5M Buy
61,003
+24,189
+66% +$615K 0.02% 407
2019
Q4 		$941K Buy
+36,814
New +$936K 0.01% 519

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Mariner's IBDR Position: Q2 2026 in Review

Mariner reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.43% in Q2 2026, selling an estimated $106K and leaving 1,007,776 shares worth $24.4M. The position accounts for 0.03% of the portfolio, ranked #431.

Mariner first reported a position in IBDR in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.5M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Mariner held 1,007,776 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $24.4M as of Q2 2026.
  • Mariner sold 4,398 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $106K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Mariner's portfolio in Q2 2026, its #431 holding.
  • Mariner first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 27 quarters since.
  • Mariner's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $24.5M in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.