Mercer Global Advisors
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Mercer Global Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Mercer Global Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$118M Sell
5,374,232
-815,364
-13% -$18M 0.17% 73
2025
Q4 		$137M Buy
6,189,596
+2,332,189
+60% +$51.6M 0.21% 63
2025
Q3 		$85.4M Buy
3,857,407
+1,082,191
+39% +$23.8M 0.14% 94
2025
Q2 		$61M Buy
2,775,216
+2,601,621
+1,499% +$56.4M 0.14% 97
2025
Q1 		$3.77M Buy
173,595
+45,532
+36% +$979K 0.01% 624
2024
Q4 		$2.74M Buy
128,063
+49,837
+64% +$1.08M 0.01% 732
2024
Q3 		$1.73M Buy
78,226
+30,679
+65% +$669K ﹤0.01% 813
2024
Q2 		$320K Buy
47,547
+28,322
+147% +$598K ﹤0.01% 1538
2024
Q1 		$411K Buy
+19,225
New +$411K ﹤0.01% 1388

Other funds holding IBDV

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return