Mariner’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Mariner’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Buy	649,578 +43,640	+7%	+$922K	0.02%	610
2025 Q4	$12.8M	Buy	605,938 +517,680	+587%	+$11M	0.02%	592
2025 Q3	$1.87M	Buy	88,258 +5,718	+7%	+$120K	﹤0.01%	1482
2025 Q2	$1.74M	Buy	82,540 +1,763	+2%	+$36.4K	﹤0.01%	1435
2025 Q1	$1.68M	Buy	80,777 +3,009	+4%	+$61.7K	﹤0.01%	1339
2024 Q4	$1.58M	Buy	77,768 +4,696	+6%	+$97.1K	﹤0.01%	1351
2024 Q3	$1.55M	Buy	73,072 +774	+1%	+$16.1K	﹤0.01%	1332
2024 Q2	$1.47M	Buy	72,298 +12,850	+22%	+$259K	﹤0.01%	1275
2024 Q1	$1.22M	Buy	59,448 +38,240	+180%	+$782K	﹤0.01%	1382
2023 Q4	$440K	Buy	+21,208	New	+$418K	﹤0.01%	2033

Other funds holding IBDW

ACA

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner's IBDW Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.2% in Q1 2026, buying an estimated $922K and bringing the position to 649,578 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #610.

Mariner first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Mariner held 649,578 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $13.6M as of Q1 2026.
Mariner bought 43,640 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $922K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Mariner's portfolio in Q1 2026, its #610 holding.
Mariner first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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