Mercer Global Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140M	Buy	5,532,094 +247,070	+5%	+$6.24M	0.17%	74
2026 Q1	$134M	Sell	5,285,024 -3,534,939	-40%	-$89.9M	0.2%	63
2025 Q4	$226M	Buy	8,819,963 +5,503,912	+166%	+$140M	0.34%	42
2025 Q3	$84.6M	Buy	3,316,051 +690,192	+26%	+$17.5M	0.14%	96
2025 Q2	$66.9M	Buy	2,625,859 +264,471	+11%	+$6.66M	0.14%	93
2025 Q1	$59.8M	Buy	2,361,388 +383,831	+19%	+$9.62M	0.14%	91
2024 Q4	$49.2M	Buy	1,977,557 +93,055	+5%	+$2.34M	0.12%	96
2024 Q3	$48M	Buy	1,884,502 +115,802	+7%	+$2.92M	0.11%	112
2024 Q2	$41.7M	Buy	1,768,700 +93,383	+6%	+$2.3M	0.11%	112
2024 Q1	$41.7M	Buy	1,675,317 +425,691	+34%	+$10.6M	0.12%	116
2023 Q4	$31.4M	Buy	1,249,626 +211,447	+20%	+$5.14M	0.09%	144
2023 Q3	$24.9M	Buy	1,038,179 +64,654	+7%	+$1.57M	0.09%	135
2023 Q2	$23.9M	Buy	+973,525	New	+$24.1M	0.09%	148

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mercer Global Advisors's IBDT Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.7% in Q2 2026, buying an estimated $6.24M and bringing the position to 5,532,094 shares worth $140M. The position accounts for 0.17% of the portfolio, ranked #74.

Mercer Global Advisors first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $226M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Mercer Global Advisors held 5,532,094 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $140M as of Q2 2026.
Mercer Global Advisors bought 247,070 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $6.24M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.17% of Mercer Global Advisors's portfolio in Q2 2026, its #74 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Mercer Global Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $226M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.