Mercer Global Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126M	Buy	5,201,127 +25,381	+0.5%	+$616K	0.19%	68
2025 Q4	$126M	Buy	5,175,746 +1,319,159	+34%	+$32M	0.19%	70
2025 Q3	$93.9M	Buy	3,856,587 +1,042,143	+37%	+$25.3M	0.16%	85
2025 Q2	$68.3M	Buy	2,814,444 +306,166	+12%	+$7.39M	0.14%	91
2025 Q1	$60.7M	Buy	2,508,278 +381,612	+18%	+$9.18M	0.14%	90
2024 Q4	$51M	Buy	2,126,666 +102,477	+5%	+$2.47M	0.12%	91
2024 Q3	$49.2M	Buy	2,024,189 +20,879	+1%	+$503K	0.12%	106
2024 Q2	$43.7M	Buy	2,003,310 +132,394	+7%	+$3.13M	0.12%	106
2024 Q1	$44.5M	Buy	1,870,916 +408,700	+28%	+$9.73M	0.13%	110
2023 Q4	$35M	Buy	1,462,216 +231,664	+19%	+$5.41M	0.11%	135
2023 Q3	$28.5M	Buy	1,230,552 +67,999	+6%	+$1.59M	0.11%	122
2023 Q2	$27.3M	Buy	1,162,553 +186,756	+19%	+$4.42M	0.11%	134
2023 Q1	$23.2M	Buy	975,797 +194,447	+25%	+$4.59M	0.11%	147
2022 Q4	$18.3M	Buy	781,350 +205,359	+36%	+$4.76M	0.09%	169
2022 Q3	$13.2M	Buy	575,991 +234,758	+69%	+$5.61M	0.08%	187
2022 Q2	$8.15M	Buy	341,233 +172,353	+102%	+$4.16M	0.05%	259
2022 Q1	$4.21M	Buy	+168,880	New	+$4.33M	0.02%	433

Other funds holding IBDS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.49% in Q1 2026, buying an estimated $616K and bringing the position to 5,201,127 shares worth $126M. The position accounts for 0.19% of the portfolio, ranked #68.

Mercer Global Advisors first reported a position in IBDS in Q1 2022 and has held it in 17 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

Mercer Global Advisors held 5,201,127 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $126M as of Q1 2026.
Mercer Global Advisors bought 25,381 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $616K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.19% of Mercer Global Advisors's portfolio in Q1 2026, its #68 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and has held it in 17 quarters since.
428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

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