Mercer Global Advisors
IBDM

Mercer Global Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Mercer Global Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-43,468
Closed -$1.07M – 1886
2021
Q3 		$1.07M Sell
43,468
-2,171
-5% -$53.7K 0.01% 829
2021
Q2 		$1.13M Buy
45,639
+17
+0% +$422 0.01% 776
2021
Q1 		$1.13M Sell
45,622
-37,704
-45% -$938K 0.01% 739
2020
Q4 		$2.08M Buy
83,326
+31,142
+60% +$778K 0.03% 412
2020
Q3 		$1.31M Sell
52,184
-4,581
-8% -$115K 0.02% 492
2020
Q2 		$1.43M Buy
56,765
+9,602
+20% +$240K 0.03% 403
2020
Q1 		$1.16M Buy
47,163
+13,541
+40% +$336K 0.03% 434
2019
Q4 		$839K Buy
33,622
+16,896
+101% +$422K 0.02% 570
2019
Q3 		$418K Buy
+16,726
New +$417K 0.01% 755

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mercer Global Advisors's IBDM Position: Q4 2021 in Review

Mercer Global Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 43,468 shares — an estimated $1.07M sold.

Mercer Global Advisors first reported a position in IBDM in Q3 2019 and held it in 9 quarters. The position peaked at $2.08M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Mercer Global Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Mercer Global Advisors sold 43,468 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.07M.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 9 quarters.
  • Mercer Global Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.08M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Mercer Global Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.