Mariner’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Mariner’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Sell	96,270 -85,706	-47%	-$1.99M	﹤0.01%	1426
2026 Q1	$4.23M	Buy	181,976 +3,082	+2%	+$72.1K	﹤0.01%	1124
2025 Q4	$4.19M	Buy	178,894 +34,638	+24%	+$812K	0.01%	1086
2025 Q3	$3.39M	Buy	144,256 +33,530	+30%	+$783K	﹤0.01%	1124
2025 Q2	$2.58M	Buy	110,726 +4,119	+4%	+$95K	﹤0.01%	1182
2025 Q1	$2.47M	Buy	106,607 +23,650	+29%	+$542K	﹤0.01%	1121
2024 Q4	$1.89M	Buy	82,957 +2,963	+4%	+$68.3K	﹤0.01%	1250
2024 Q3	$1.88M	Buy	79,994 +2,394	+3%	+$55.5K	﹤0.01%	1221
2024 Q2	$1.76M	Buy	77,600 +11,757	+18%	+$265K	﹤0.01%	1179
2024 Q1	$1.5M	Buy	65,843 +33,769	+105%	+$770K	﹤0.01%	1257
2023 Q4	$740K	Buy	+32,074	New	+$711K	﹤0.01%	1650
2023 Q1	–	Sell	-10,482	Closed	-$232K	–	2830
2022 Q4	$232K	Buy	10,482 +12	+0.1%	+$264	﹤0.01%	2238
2022 Q3	$228K	Buy	10,470 +6	+0.1%	+$137	﹤0.01%	1972
2022 Q2	$239K	Buy	10,464 +6	+0.1%	+$140	﹤0.01%	1335
2022 Q1	$256K	Buy	+10,458	New	+$264K	﹤0.01%	1325
2020 Q3	–	Sell	-11,980	Closed	-$320K	–	728
2020 Q2	$320K	Buy	11,980 +790	+7%	+$20.3K	﹤0.01%	667
2020 Q1	$270K	Buy	+11,190	New	+$285K	﹤0.01%	664

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mariner's IBDU Position: Q2 2026 in Review

Mariner reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 47% in Q2 2026, selling an estimated $1.99M and leaving 96,270 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Mariner first reported a position in IBDU in Q1 2020 and has held it in 17 quarters since. The position peaked at $4.23M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Mariner held 96,270 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.23M as of Q2 2026.
Mariner sold 85,706 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.99M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1426 holding.
Mariner first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 17 quarters since.
Mariner's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.23M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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