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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mariner's IBDU Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.7% in Q1 2026, buying an estimated $72.1K and bringing the position to 181,976 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Mariner first reported a position in IBDU in Q1 2020 and has held it in 16 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Mariner held 181,976 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.23M as of Q1 2026.
Mariner bought 3,082 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $72.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1124 holding.
Mariner first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and has held it in 16 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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