Mariner
IBDS icon

Mariner’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Mariner’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.87M Buy
118,459
+4,316
+4% +$105K ﹤0.01% 1327
2025
Q4 		$2.77M Buy
114,143
+6,649
+6% +$162K ﹤0.01% 1319
2025
Q3 		$2.62M Sell
107,494
-7,826
-7% -$190K ﹤0.01% 1270
2025
Q2 		$2.8M Sell
115,320
-3,444
-3% -$83.1K ﹤0.01% 1142
2025
Q1 		$2.87M Buy
118,764
+26,433
+29% +$636K ﹤0.01% 1043
2024
Q4 		$2.21M Buy
92,331
+29,486
+47% +$710K ﹤0.01% 1157
2024
Q3 		$1.53M Sell
62,845
-12,721
-17% -$307K ﹤0.01% 1337
2024
Q2 		$1.79M Buy
75,566
+5,047
+7% +$119K ﹤0.01% 1170
2024
Q1 		$1.68M Buy
70,519
+29,359
+71% +$699K ﹤0.01% 1206
2023
Q4 		$985K Buy
41,160
+8,307
+25% +$194K ﹤0.01% 1440
2023
Q3 		$760K Buy
32,853
+6,391
+24% +$149K ﹤0.01% 1492
2023
Q2 		$621K Buy
26,462
+572
+2% +$13.5K ﹤0.01% 1597
2023
Q1 		$617K Sell
25,890
-145
-0.6% -$3.42K ﹤0.01% 1573
2022
Q4 		$608K Buy
26,035
+899
+4% +$20.8K ﹤0.01% 1535
2022
Q3 		$578K Sell
25,136
-2,384
-9% -$57K ﹤0.01% 1332
2022
Q2 		$657K Buy
27,520
+4,211
+18% +$102K ﹤0.01% 1043
2022
Q1 		$581K Buy
23,309
+2,904
+14% +$74.5K ﹤0.01% 1089
2021
Q4 		$542K Buy
20,405
+8
+0% +$213 ﹤0.01% 985
2021
Q3 		$550K Buy
20,397
+6
+0% +$163 ﹤0.01% 831
2021
Q2 		$552K Sell
20,391
-1,190
-6% -$32.1K ﹤0.01% 780
2021
Q1 		$577K Buy
21,581
+499
+2% +$13.6K ﹤0.01% 715
2020
Q4 		$581K Sell
21,082
-175
-0.8% -$4.78K ﹤0.01% 652
2020
Q3 		$577K Sell
21,257
-3,149
-13% -$85.7K 0.01% 593
2020
Q2 		$658K Buy
24,406
+2,784
+13% +$72.4K 0.01% 559
2020
Q1 		$530K Buy
21,622
+8,490
+65% +$219K 0.01% 575
2019
Q4 		$342K Buy
+13,132
New +$340K ﹤0.01% 648

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mariner's IBDS Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 3.8% in Q1 2026, buying an estimated $105K and bringing the position to 118,459 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Mariner first reported a position in IBDS in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.87M in Q1 2025. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Mariner held 118,459 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.87M as of Q1 2026.
  • Mariner bought 4,316 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $105K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1327 holding.
  • Mariner first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2019 and has held it in 26 quarters since.
  • Mariner's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.87M in Q1 2025.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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