Mariner’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Mariner’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$540K	Buy	21,227 +6	+0%	+$153	﹤0.01%	2440
2025 Q4	$539K	Sell	21,221 -1,171	-5%	-$29.7K	﹤0.01%	2394
2025 Q3	$570K	Buy	22,392 +7,793	+53%	+$198K	﹤0.01%	2323
2025 Q2	$370K	Hold	14,599	–	–	﹤0.01%	2549
2025 Q1	$369K	Sell	14,599 -9,445	-39%	-$238K	﹤0.01%	2451
2024 Q4	$604K	Buy	24,044 +9,445	+65%	+$239K	﹤0.01%	2029
2024 Q3	$372K	Sell	14,599 -1,873	-11%	-$47.3K	﹤0.01%	2388
2024 Q2	$412K	Sell	16,472 -982	-6%	-$24.5K	﹤0.01%	2196
2024 Q1	$439K	Buy	17,454 +9,329	+115%	+$236K	﹤0.01%	2132
2023 Q4	$206K	Buy	+8,125	New	+$202K	﹤0.01%	2674
2021 Q2	–	Sell	-13,095	Closed	-$353K	–	921
2021 Q1	$353K	Hold	13,095	–	–	﹤0.01%	790
2020 Q4	$358K	Hold	13,095	–	–	﹤0.01%	725
2020 Q3	$354K	Buy	13,095 +1,475	+13%	+$40K	﹤0.01%	647
2020 Q2	$312K	Buy	+11,620	New	+$307K	﹤0.01%	669

Other funds holding IBMP

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner's IBMP Position: Q1 2026 in Review

Mariner increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 0.03% in Q1 2026, buying an estimated $153 and bringing the position to 21,227 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Mariner first reported a position in IBMP in Q2 2020 and has held it in 14 quarters since. The position peaked at $604K in Q4 2024. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

Mariner held 21,227 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $540K as of Q1 2026.
Mariner bought 6 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $153.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2440 holding.
Mariner first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2020 and has held it in 14 quarters since.
Mariner's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $604K in Q4 2024.
187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

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