Mariner
IBML

Mariner’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Mariner’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-158,517
Closed -$4.05M – 3218
2023
Q3 		$4.05M Sell
158,517
-15,017
-9% -$383K 0.01% 712
2023
Q2 		$4.42M Sell
173,534
-10,729
-6% -$273K 0.01% 685
2023
Q1 		$4.69M Sell
184,263
-15,125
-8% -$384K 0.01% 655
2022
Q4 		$5.05M Sell
199,388
-22,191
-10% -$562K 0.02% 598
2022
Q3 		$5.59M Buy
221,579
+7,362
+3% +$187K 0.02% 476
2022
Q2 		$5.46M Buy
214,217
+6,306
+3% +$160K 0.02% 459
2022
Q1 		$5.3M Buy
207,911
+7,081
+4% +$182K 0.02% 490
2021
Q4 		$5.21M Buy
200,830
+15,146
+8% +$393K 0.02% 430
2021
Q3 		$4.83M Buy
185,684
+528
+0.3% +$13.8K 0.03% 368
2021
Q2 		$4.83M Sell
185,156
-5,007
-3% -$131K 0.03% 334
2021
Q1 		$4.98M Buy
190,163
+26,523
+16% +$694K 0.03% 311
2020
Q4 		$4.29M Buy
163,640
+2,518
+2% +$66K 0.03% 306
2020
Q3 		$4.23M Buy
161,122
+4,865
+3% +$128K 0.04% 276
2020
Q2 		$4.1M Buy
156,257
+2,623
+2% +$68.1K 0.04% 284
2020
Q1 		$3.94M Buy
153,634
+82,734
+117% +$2.14M 0.05% 270
2019
Q4 		$1.83M Buy
70,900
+11,609
+20% +$299K 0.02% 405
2019
Q3 		$1.53M Buy
59,291
+18,799
+46% +$486K 0.02% 405
2019
Q2 		$1.04M Buy
40,492
+10,972
+37% +$280K 0.01% 528
2019
Q1 		$752K Buy
29,520
+14,333
+94% +$363K 0.01% 561
2018
Q4 		$381K Buy
15,187
+6,207
+69% +$154K 0.01% 628
2018
Q3 		$223K Buy
+8,980
New +$224K 0.01% 739

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mariner's IBML Position: Q4 2023 in Review

Mariner sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 158,517 shares — an estimated $4.05M sold.

Mariner first reported a position in IBML in Q3 2018 and held it in 21 quarters. The position peaked at $5.59M in Q3 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Mariner reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 158,517 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $4.05M.
  • Mariner first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2018 and held it in 21 quarters.
  • Mariner's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $5.59M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.