Mercer Global Advisors
IBDO

Mercer Global Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Mercer Global Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-241,731
Closed -$6.13M – 2120
2023
Q3 		$6.13M Sell
241,731
-15,673
-6% -$396K 0.02% 374
2023
Q2 		$6.51M Sell
257,404
-865,687
-77% -$21.8M 0.03% 382
2023
Q1 		$28.3M Buy
1,123,091
+122,573
+12% +$3.08M 0.13% 121
2022
Q4 		$25M Buy
1,000,518
+197,406
+25% +$4.93M 0.13% 131
2022
Q3 		$20M Buy
803,112
+299,536
+59% +$7.51M 0.12% 136
2022
Q2 		$12.6M Buy
503,576
+166,311
+49% +$4.18M 0.08% 184
2022
Q1 		$8.53M Buy
337,265
+83,625
+33% +$2.13M 0.05% 257
2021
Q4 		$6.51M Buy
253,640
+49,153
+24% +$1.27M 0.04% 307
2021
Q3 		$5.32M Buy
204,487
+16,873
+9% +$439K 0.04% 333
2021
Q2 		$4.89M Buy
187,614
+35,218
+23% +$919K 0.04% 328
2021
Q1 		$3.98M Buy
152,396
+39,038
+34% +$1.02M 0.04% 339
2020
Q4 		$2.98M Buy
113,358
+31,974
+39% +$839K 0.04% 334
2020
Q3 		$2.13M Buy
81,384
+13,916
+21% +$365K 0.03% 367
2020
Q2 		$1.77M Buy
67,468
+15,915
+31% +$410K 0.03% 353
2020
Q1 		$1.29M Buy
51,553
+12,334
+31% +$313K 0.03% 408
2019
Q4 		$1M Buy
39,219
+24,959
+175% +$638K 0.02% 524
2019
Q3 		$365K Buy
+14,260
New +$363K 0.01% 824

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mercer Global Advisors's IBDO Position: Q4 2023 in Review

Mercer Global Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 241,731 shares — an estimated $6.13M sold.

Mercer Global Advisors first reported a position in IBDO in Q3 2019 and held it in 17 quarters. The position peaked at $28.3M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Mercer Global Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 241,731 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $6.13M.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2019 and held it in 17 quarters.
  • Mercer Global Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $28.3M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.