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
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 $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return