Mariner
IBTG icon

Mariner’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Mariner’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.93M Buy
390,157
+7,136
+2% +$163K 0.01% 791
2026
Q1 		$8.78M Sell
383,021
-22,976
-6% -$526K 0.01% 805
2025
Q4 		$9.29M Buy
405,997
+18,940
+5% +$434K 0.01% 737
2025
Q3 		$8.88M Buy
387,057
+182,335
+89% +$4.17M 0.01% 682
2025
Q2 		$4.69M Buy
204,722
+22,441
+12% +$513K 0.01% 894
2025
Q1 		$4.18M Buy
182,281
+18,587
+11% +$425K 0.01% 886
2024
Q4 		$3.73M Buy
163,694
+4,359
+3% +$99.5K 0.01% 909
2024
Q3 		$3.68M Sell
159,335
-10,939
-6% -$250K 0.01% 900
2024
Q2 		$3.86M Sell
170,274
-46,070
-21% -$1.04M 0.01% 831
2024
Q1 		$4.91M Buy
216,344
+13,724
+7% +$312K 0.01% 735
2023
Q4 		$4.63M Buy
202,620
+42,222
+26% +$953K 0.01% 705
2023
Q3 		$3.6M Buy
160,398
+7,471
+5% +$168K 0.01% 757
2023
Q2 		$3.46M Buy
152,927
+6,234
+4% +$143K 0.01% 774
2023
Q1 		$3.39M Buy
146,693
+21,678
+17% +$496K 0.01% 755
2022
Q4 		$2.84M Buy
+125,015
New +$2.84M 0.01% 785

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mariner's IBTG Position: Q2 2026 in Review

Mariner increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.9% in Q2 2026, buying an estimated $163K and bringing the position to 390,157 shares worth $8.93M. The position accounts for 0.01% of the portfolio, ranked #791.

Mariner first reported a position in IBTG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.29M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Mariner held 390,157 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $8.93M as of Q2 2026.
  • Mariner bought 7,136 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $163K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #791 holding.
  • Mariner first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Mariner's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $9.29M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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