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
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 $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mariner's IBDR Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3% in Q1 2026, buying an estimated $710K and bringing the position to 1,012,174 shares worth $24.5M. The position accounts for 0.03% of the portfolio, ranked #416.

Mariner first reported a position in IBDR in Q4 2019 and has held it in 26 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Mariner held 1,012,174 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $24.5M as of Q1 2026.
  • Mariner bought 29,317 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $710K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Mariner's portfolio in Q1 2026, its #416 holding.
  • Mariner first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2019 and has held it in 26 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.