Mariner’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Mariner’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Buy	46,358 +1,278	+3%	+$32.6K	﹤0.01%	1813
2026 Q1	$1.15M	Buy	45,080 +9	+0%	+$231	﹤0.01%	1864
2025 Q4	$1.15M	Buy	45,071 +20,819	+86%	+$532K	﹤0.01%	1851
2025 Q3	$622K	Buy	24,252 +9,716	+67%	+$249K	﹤0.01%	2259
2025 Q2	$369K	Hold	14,536	–	–	﹤0.01%	2556
2025 Q1	$368K	Hold	14,536	–	–	﹤0.01%	2456
2024 Q4	$366K	Hold	14,536	–	–	﹤0.01%	2444
2024 Q3	$373K	Buy	14,536 +6,447	+80%	+$163K	﹤0.01%	2387
2024 Q2	$202K	Hold	8,089	–	–	﹤0.01%	2792
2024 Q1	$204K	Hold	8,089	–	–	﹤0.01%	2754
2023 Q4	$207K	Buy	+8,089	New	+$201K	﹤0.01%	2671

Other funds holding IBMQ

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Mariner's IBMQ Position: Q2 2026 in Review

Mariner increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 2.8% in Q2 2026, buying an estimated $32.6K and bringing the position to 46,358 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Mariner first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Mariner held 46,358 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.19M as of Q2 2026.
Mariner bought 1,278 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $32.6K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1813 holding.
Mariner first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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