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 Q2	$134M	Buy	5,791,658 +757,876	+15%	+$17.6M	0.17%	79
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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

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

Mercer Global Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 15% in Q2 2026, buying an estimated $17.6M and bringing the position to 5,791,658 shares worth $134M. The position accounts for 0.17% of the portfolio, ranked #79.

Mercer Global Advisors first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Mercer Global Advisors held 5,791,658 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $134M as of Q2 2026.
Mercer Global Advisors bought 757,876 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $17.6M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.17% of Mercer Global Advisors's portfolio in Q2 2026, its #79 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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