Mariner
IBMO icon

Mariner’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Mariner’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$779K Buy
30,368
+5
+0% +$128 ﹤0.01% 2144
2026
Q1 		$778K Sell
30,363
-1,946
-6% -$49.9K ﹤0.01% 2152
2025
Q4 		$828K Sell
32,309
-10,866
-25% -$278K ﹤0.01% 2078
2025
Q3 		$1.11M Buy
43,175
+1,434
+3% +$36.8K ﹤0.01% 1819
2025
Q2 		$1.07M Sell
41,741
-94
-0.2% -$2.4K ﹤0.01% 1745
2025
Q1 		$1.07M Sell
41,835
-502
-1% -$12.8K ﹤0.01% 1644
2024
Q4 		$1.08M Buy
42,337
+2,638
+7% +$67.3K ﹤0.01% 1591
2024
Q3 		$1.02M Buy
39,699
+9,004
+29% +$230K ﹤0.01% 1587
2024
Q2 		$777K Buy
30,695
+4,076
+15% +$103K ﹤0.01% 1695
2024
Q1 		$675K Sell
26,619
-5,394
-17% -$137K ﹤0.01% 1806
2023
Q4 		$817K Buy
32,013
+20,083
+168% +$504K ﹤0.01% 1581
2023
Q3 		$296K Sell
11,930
-3,069
-20% -$76.9K ﹤0.01% 2162
2023
Q2 		$378K Buy
14,999
+3,901
+35% +$98.5K ﹤0.01% 1942
2023
Q1 		$283K Sell
11,098
-329
-3% -$8.35K ﹤0.01% 2120
2022
Q4 		$288K Buy
11,427
+1,638
+17% +$40.8K ﹤0.01% 2062
2022
Q3 		$241K Buy
+9,789
New +$248K ﹤0.01% 1922
2021
Q2 		– Sell
-12,213
Closed -$328K – 920
2021
Q1 		$328K Hold
12,213
– – ﹤0.01% 800
2020
Q4 		$331K Hold
12,213
– – ﹤0.01% 740
2020
Q3 		$329K Buy
12,213
+2,038
+20% +$54.8K ﹤0.01% 659
2020
Q2 		$271K Buy
+10,175
New +$267K ﹤0.01% 695

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mariner's IBMO Position: Q2 2026 in Review

Mariner increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 0.02% in Q2 2026, buying an estimated $128 and bringing the position to 30,368 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Mariner first reported a position in IBMO in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.11M in Q3 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Mariner held 30,368 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $779K as of Q2 2026.
  • Mariner bought 5 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $128.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2144 holding.
  • Mariner first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2020 and has held it in 20 quarters since.
  • Mariner's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.11M in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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