Mariner
IBMR icon

Mariner’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Mariner’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816K Hold
32,205
– – ﹤0.01% 2113
2025
Q4 		$819K Hold
32,205
– – ﹤0.01% 2082
2025
Q3 		$822K Buy
32,205
+17,547
+120% +$446K ﹤0.01% 2060
2025
Q2 		$370K Hold
14,658
– – ﹤0.01% 2553
2025
Q1 		$367K Hold
14,658
– – ﹤0.01% 2458
2024
Q4 		$366K Hold
14,658
– – ﹤0.01% 2443
2024
Q3 		$374K Buy
14,658
+6,485
+79% +$163K ﹤0.01% 2385
2024
Q2 		$203K Hold
8,173
– – ﹤0.01% 2785
2024
Q1 		$206K Hold
8,173
– – ﹤0.01% 2745
2023
Q4 		$209K Buy
+8,173
New +$200K ﹤0.01% 2654

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return