Mariner’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Mariner’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.98M	Buy	78,363 +1,406	+2%	+$35.9K	﹤0.01%	1529
2025 Q4	$1.96M	Buy	76,957 +1,160	+2%	+$29.7K	﹤0.01%	1515
2025 Q3	$1.94M	Buy	75,797 +5,691	+8%	+$144K	﹤0.01%	1461
2025 Q2	$1.77M	Buy	70,106 +4,546	+7%	+$113K	﹤0.01%	1418
2025 Q1	$1.64M	Buy	65,560 +2,953	+5%	+$73K	﹤0.01%	1349
2024 Q4	$1.54M	Buy	62,607 +3,109	+5%	+$77.8K	﹤0.01%	1362
2024 Q3	$1.53M	Buy	59,498 +792	+1%	+$20K	﹤0.01%	1339
2024 Q2	$1.44M	Buy	58,706 +10,445	+22%	+$255K	﹤0.01%	1284
2024 Q1	$1.2M	Buy	48,261 +30,783	+176%	+$763K	﹤0.01%	1395
2023 Q4	$441K	Buy	+17,478	New	+$417K	﹤0.01%	2030

Other funds holding IBDX

ACA

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

CIA

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

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

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

CAI

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Mariner's IBDX Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.8% in Q1 2026, buying an estimated $35.9K and bringing the position to 78,363 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Mariner first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Mariner held 78,363 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.98M as of Q1 2026.
Mariner bought 1,406 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $35.9K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1529 holding.
Mariner first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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