Mariner
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Mariner’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Mariner’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Buy
127,958
+13,753
+12% +$347K ﹤0.01% 1235
2026
Q1 		$2.89M Buy
114,205
+23,190
+25% +$590K ﹤0.01% 1321
2025
Q4 		$2.32M Sell
91,015
-15,421
-14% -$393K ﹤0.01% 1411
2025
Q3 		$2.72M Buy
106,436
+6,852
+7% +$174K ﹤0.01% 1246
2025
Q2 		$2.53M Sell
99,584
-4,536
-4% -$114K ﹤0.01% 1196
2025
Q1 		$2.63M Buy
104,120
+53,488
+106% +$1.34M ﹤0.01% 1095
2024
Q4 		$1.26M Buy
50,632
+29,880
+144% +$750K ﹤0.01% 1498
2024
Q3 		$530K Buy
20,752
+394
+2% +$9.94K ﹤0.01% 2086
2024
Q2 		$504K Sell
20,358
-106
-0.5% -$2.61K ﹤0.01% 2041
2024
Q1 		$510K Buy
20,464
+58
+0.3% +$1.44K ﹤0.01% 2013
2023
Q4 		$512K Buy
20,406
+3,401
+20% +$82.6K ﹤0.01% 1918
2023
Q3 		$409K Buy
17,005
+1,758
+12% +$42.8K ﹤0.01% 1908
2023
Q2 		$374K Buy
15,247
+144
+1% +$3.56K ﹤0.01% 1951
2023
Q1 		$377K Sell
15,103
-1,395
-8% -$34.4K ﹤0.01% 1895
2022
Q4 		$401K Buy
16,498
+14
+0.1% +$337 ﹤0.01% 1803
2022
Q3 		$392K Sell
16,484
-3,141
-16% -$78.4K ﹤0.01% 1574
2022
Q2 		$490K Buy
19,625
+7
+0% +$177 ﹤0.01% 1130
2022
Q1 		$517K Buy
19,618
+5,004
+34% +$136K ﹤0.01% 1135
2021
Q4 		$413K Buy
14,614
+9
+0.1% +$256 ﹤0.01% 1042
2021
Q3 		$418K Buy
14,605
+6
+0% +$174 ﹤0.01% 879
2021
Q2 		$422K Sell
14,599
-1,299
-8% -$37.2K ﹤0.01% 826
2021
Q1 		$450K Sell
15,898
-706
-4% -$20.4K ﹤0.01% 757
2020
Q4 		$491K Buy
16,604
+728
+5% +$21.3K ﹤0.01% 680
2020
Q3 		$462K Sell
15,876
-2,839
-15% -$83.1K ﹤0.01% 626
2020
Q2 		$540K Buy
18,715
+3,343
+22% +$92.9K 0.01% 593
2020
Q1 		$403K Buy
+15,372
New +$425K 0.01% 613

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Mariner's IBDT Position: Q2 2026 in Review

Mariner increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 12% in Q2 2026, buying an estimated $347K and bringing the position to 127,958 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Mariner first reported a position in IBDT in Q1 2020 and has held it in 26 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Mariner held 127,958 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.23M as of Q2 2026.
  • Mariner bought 13,753 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $347K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1235 holding.
  • Mariner first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2020 and has held it in 26 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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