Mariner
IBDY icon

Mariner’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Mariner’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.66M Buy
296,460
+8,204
+3% +$214K 0.01% 864
2025
Q4 		$7.54M Buy
288,256
+203,002
+238% +$5.32M 0.01% 829
2025
Q3 		$2.24M Buy
85,254
+5,457
+7% +$142K ﹤0.01% 1362
2025
Q2 		$2.07M Buy
79,797
+2,475
+3% +$62.8K ﹤0.01% 1318
2025
Q1 		$1.98M Buy
77,322
+3,389
+5% +$85.7K ﹤0.01% 1254
2024
Q4 		$1.86M Buy
73,933
+14,836
+25% +$380K ﹤0.01% 1259
2024
Q3 		$1.56M Buy
59,097
+474
+0.8% +$12.3K ﹤0.01% 1330
2024
Q2 		$1.48M Buy
58,623
+10,283
+21% +$257K ﹤0.01% 1269
2024
Q1 		$1.23M Buy
48,340
+31,725
+191% +$806K ﹤0.01% 1371
2023
Q4 		$429K Buy
+16,615
New +$406K ﹤0.01% 2049

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mariner's IBDY Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.8% in Q1 2026, buying an estimated $214K and bringing the position to 296,460 shares worth $7.66M. The position accounts for 0.01% of the portfolio, ranked #864.

Mariner first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Mariner held 296,460 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $7.66M as of Q1 2026.
  • Mariner bought 8,204 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $214K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Mariner's portfolio in Q1 2026, its #864 holding.
  • Mariner first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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