Mercer Global Advisors
IBDT icon

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
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 0.15% 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

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CAI
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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return