Mariner
IMTB icon

Mariner’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Mariner’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$57.2M Buy
1,305,450
+132,565
+11% +$5.86M 0.07% 239
2025
Q4 		$51.8M Sell
1,172,885
-33
-0% -$1.46K 0.06% 248
2025
Q3 		$51.9M Buy
1,172,918
+3,411
+0.3% +$149K 0.07% 238
2025
Q2 		$51M Sell
1,169,507
-8,209
-0.7% -$353K 0.07% 235
2025
Q1 		$51.1M Buy
1,177,716
+29,054
+3% +$1.24M 0.09% 214
2024
Q4 		$48.8M Buy
1,148,662
+35,223
+3% +$1.52M 0.08% 215
2024
Q3 		$49.6M Sell
1,113,439
-18,133
-2% -$794K 0.09% 206
2024
Q2 		$48.2M Buy
1,131,572
+309,799
+38% +$13.1M 0.09% 195
2024
Q1 		$35.2M Buy
821,773
+12,323
+2% +$528K 0.07% 233
2023
Q4 		$35.2M Sell
809,450
-201,834
-20% -$8.38M 0.08% 215
2023
Q3 		$41.6M Buy
1,011,284
+61,289
+6% +$2.59M 0.11% 177
2023
Q2 		$40.9M Buy
949,995
+62,485
+7% +$2.72M 0.11% 179
2023
Q1 		$38.9M Buy
887,510
+50,141
+6% +$2.18M 0.11% 187
2022
Q4 		$35.8M Buy
837,369
+820,819
+4,960% +$34.9M 0.12% 188
2022
Q3 		$699K Sell
16,550
-14,385
-47% -$642K ﹤0.01% 1229
2022
Q2 		$1.38M Sell
30,935
-150,443
-83% -$6.82M 0.01% 814
2022
Q1 		$8.59M Buy
+181,378
New +$8.83M 0.03% 365

Other funds holding IMTB

DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner's IMTB Position: Q1 2026 in Review

Mariner increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 11% in Q1 2026, buying an estimated $5.86M and bringing the position to 1,305,450 shares worth $57.2M. The position accounts for 0.07% of the portfolio, ranked #239.

Mariner first reported a position in IMTB in Q1 2022 and has held it in 17 quarters since. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Mariner held 1,305,450 shares of iShares Core 5-10 Year USD Bond ETF worth $57.2M as of Q1 2026.
  • Mariner bought 132,565 iShares Core 5-10 Year USD Bond ETF shares in Q1 2026, an estimated $5.86M.
  • iShares Core 5-10 Year USD Bond ETF made up 0.07% of Mariner's portfolio in Q1 2026, its #239 holding.
  • Mariner first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.