Mercer Global Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Mercer Global Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$104M	Buy	4,273,058 +136,681	+3%	+$3.31M	0.15%	82
2025 Q4	$100M	Buy	4,136,377 +555,719	+16%	+$13.5M	0.15%	90
2025 Q3	$87M	Buy	3,580,658 +759,242	+27%	+$18.4M	0.15%	92
2025 Q2	$68.4M	Buy	2,821,416 +247,742	+10%	+$5.99M	0.14%	89
2025 Q1	$62.3M	Buy	2,573,674 +371,132	+17%	+$8.96M	0.14%	84
2024 Q4	$53M	Buy	2,202,542 +68,912	+3%	+$1.66M	0.13%	89
2024 Q3	$51.7M	Buy	2,133,630 +46,371	+2%	+$1.12M	0.12%	99
2024 Q2	$44.5M	Buy	2,087,259 +43,952	+2%	+$1.04M	0.12%	104
2024 Q1	$48.7M	Buy	2,043,307 +498,627	+32%	+$11.9M	0.14%	101
2023 Q4	$36.9M	Buy	1,544,680 +183,330	+13%	+$4.3M	0.11%	129
2023 Q3	$31.8M	Buy	1,361,350 +46,918	+4%	+$1.1M	0.12%	113
2023 Q2	$30.9M	Buy	1,314,432 +150,573	+13%	+$3.56M	0.12%	117
2023 Q1	$27.6M	Buy	1,163,859 +171,196	+17%	+$4.03M	0.13%	124
2022 Q4	$23.2M	Buy	992,663 +263,018	+36%	+$6.11M	0.12%	147
2022 Q3	$16.9M	Buy	729,645 +276,317	+61%	+$6.58M	0.1%	158
2022 Q2	$10.8M	Buy	453,328 +197,181	+77%	+$4.74M	0.07%	213
2022 Q1	$6.31M	Buy	256,147 +75,636	+42%	+$1.91M	0.04%	325
2021 Q4	$4.71M	Buy	180,511 +59,393	+49%	+$1.55M	0.03%	393
2021 Q3	$3.21M	Buy	121,118 +31,371	+35%	+$835K	0.02%	466
2021 Q2	$2.39M	Buy	89,747 +26,574	+42%	+$705K	0.02%	517
2021 Q1	$1.67M	Buy	+63,173	New	+$1.69M	0.02%	593

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

Mercer Global Advisors's IBDR Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.3% in Q1 2026, buying an estimated $3.31M and bringing the position to 4,273,058 shares worth $104M. The position accounts for 0.15% of the portfolio, ranked #82.

Mercer Global Advisors first reported a position in IBDR in Q1 2021 and has held it in 21 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Mercer Global Advisors held 4,273,058 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $104M as of Q1 2026.
Mercer Global Advisors bought 136,681 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $3.31M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.15% of Mercer Global Advisors's portfolio in Q1 2026, its #82 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and has held it in 21 quarters since.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.