Mercer Global Advisors
IBDN

Mercer Global Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Mercer Global Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-128,968
Closed -$3.23M – 2029
2022
Q3 		$3.23M Sell
128,968
-9,087
-7% -$227K 0.02% 508
2022
Q2 		$3.45M Buy
138,055
+24,788
+22% +$620K 0.02% 474
2022
Q1 		$2.84M Sell
113,267
-118,861
-51% -$2.98M 0.02% 543
2021
Q4 		$5.84M Buy
232,128
+57,111
+33% +$1.44M 0.04% 339
2021
Q3 		$4.43M Buy
175,017
+20,655
+13% +$523K 0.03% 373
2021
Q2 		$3.92M Buy
154,362
+27,491
+22% +$699K 0.03% 381
2021
Q1 		$3.23M Buy
126,871
+35,829
+39% +$914K 0.03% 399
2020
Q4 		$2.33M Buy
91,042
+33,854
+59% +$866K 0.03% 391
2020
Q3 		$1.47M Buy
57,188
+1,532
+3% +$39.3K 0.02% 460
2020
Q2 		$1.43M Buy
55,656
+6,356
+13% +$161K 0.03% 402
2020
Q1 		$1.22M Buy
49,300
+16,374
+50% +$411K 0.03% 419
2019
Q4 		$833K Buy
32,926
+20,773
+171% +$525K 0.02% 572
2019
Q3 		$307K Buy
+12,153
New +$307K 0.01% 876

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mercer Global Advisors's IBDN Position: Q4 2022 in Review

Mercer Global Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 128,968 shares — an estimated $3.23M sold.

Mercer Global Advisors first reported a position in IBDN in Q3 2019 and held it in 13 quarters. The position peaked at $5.84M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Mercer Global Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 128,968 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $3.23M.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2019 and held it in 13 quarters.
  • Mercer Global Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $5.84M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.