Mercer Global Advisors
IBDP

Mercer Global Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Mercer Global Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-319,166
Closed -$8.04M – 2323
2024
Q3 		$8.04M Sell
319,166
-111,423
-26% -$2.8M 0.02% 370
2024
Q2 		$8.34M Sell
430,589
-101,925
-19% -$2.55M 0.02% 341
2024
Q1 		$13.3M Sell
532,514
-1,043,333
-66% -$26.1M 0.04% 253
2023
Q4 		$39.3M Buy
1,575,847
+181,384
+13% +$4.5M 0.12% 120
2023
Q3 		$34.5M Buy
1,394,463
+41,199
+3% +$1.02M 0.13% 108
2023
Q2 		$33.3M Buy
1,353,264
+125,051
+10% +$3.08M 0.13% 109
2023
Q1 		$30.2M Buy
1,228,213
+149,392
+14% +$3.66M 0.14% 117
2022
Q4 		$26.3M Buy
1,078,821
+170,047
+19% +$4.14M 0.13% 124
2022
Q3 		$22.1M Buy
908,774
+243,583
+37% +$6.01M 0.13% 123
2022
Q2 		$16.5M Buy
665,191
+166,926
+34% +$4.15M 0.1% 163
2022
Q1 		$12.5M Buy
498,265
+115,290
+30% +$2.94M 0.07% 194
2021
Q4 		$9.93M Buy
382,975
+26,841
+8% +$699K 0.06% 237
2021
Q3 		$9.36M Buy
356,134
+33,924
+11% +$893K 0.07% 240
2021
Q2 		$8.5M Buy
322,210
+48,731
+18% +$1.29M 0.07% 229
2021
Q1 		$7.22M Buy
273,479
+38,313
+16% +$1.01M 0.07% 237
2020
Q4 		$6.25M Buy
235,166
+42,967
+22% +$1.14M 0.08% 190
2020
Q3 		$5.08M Buy
192,199
+39,621
+26% +$1.05M 0.08% 198
2020
Q2 		$4.02M Buy
152,578
+22,920
+18% +$590K 0.07% 196
2020
Q1 		$3.21M Buy
129,658
+9,150
+8% +$233K 0.07% 232
2019
Q4 		$3.1M Buy
120,508
+75,717
+169% +$1.94M 0.06% 252
2019
Q3 		$1.15M Buy
+44,791
New +$1.14M 0.03% 444

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mercer Global Advisors's IBDP Position: Q4 2024 in Review

Mercer Global Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 319,166 shares — an estimated $8.04M sold.

Mercer Global Advisors first reported a position in IBDP in Q3 2019 and held it in 21 quarters. The position peaked at $39.3M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Mercer Global Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 319,166 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $8.04M.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2019 and held it in 21 quarters.
  • Mercer Global Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $39.3M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.