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 Q2	–	Sell	-32,205	Closed	-$816K	–	3718
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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Mariner's IBMR Position: Q2 2026 in Review

Mariner sold out of iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026, closing a stake of 32,205 shares — an estimated $816K sold.

Mariner first reported a position in IBMR in Q4 2023 and held it in 10 quarters. The position peaked at $822K in Q3 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Mariner reported no remaining iShares iBonds Dec 2029 Term Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 32,205 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $816K.
Mariner first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2023 and held it in 10 quarters.
Mariner's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $822K in Q3 2025.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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