Mercer Global Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$117M	Sell	5,033,782 -577,630	-10%	-$13.5M	0.17%	75
2025 Q4	$131M	Buy	5,611,412 +2,073,552	+59%	+$48.6M	0.2%	65
2025 Q3	$83.1M	Buy	3,537,860 +738,192	+26%	+$17.2M	0.14%	99
2025 Q2	$65.3M	Buy	2,799,668 +349,861	+14%	+$8.07M	0.13%	95
2025 Q1	$56.7M	Buy	2,449,807 +384,305	+19%	+$8.81M	0.13%	97
2024 Q4	$47.1M	Buy	+2,065,502	New	+$47.6M	0.11%	105

Other funds holding IBDU

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

HPC

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

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

Mercer Global Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q1 2026, selling an estimated $13.5M and leaving 5,033,782 shares worth $117M. The position accounts for 0.17% of the portfolio, ranked #75.

Mercer Global Advisors first reported a position in IBDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $131M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Mercer Global Advisors held 5,033,782 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $117M as of Q1 2026.
Mercer Global Advisors sold 577,630 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $13.5M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.17% of Mercer Global Advisors's portfolio in Q1 2026, its #75 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Mercer Global Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $131M in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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