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 Q2	–	Sell	-78,363	Closed	-$1.98M	–	3717
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 $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Mariner's IBDX Position: Q2 2026 in Review

Mariner sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 78,363 shares — an estimated $1.98M sold.

Mariner first reported a position in IBDX in Q4 2023 and held it in 10 quarters. The position peaked at $1.98M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Mariner reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 78,363 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.98M.
Mariner first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and held it in 10 quarters.
Mariner's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.98M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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