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 Q2	$133M	Buy	6,081,902 +707,670	+13%	+$15.4M	0.16%	80
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	0.12%	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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

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

Mercer Global Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 13% in Q2 2026, buying an estimated $15.4M and bringing the position to 6,081,902 shares worth $133M. The position accounts for 0.16% of the portfolio, ranked #80.

Mercer Global Advisors first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $137M in Q4 2025. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Mercer Global Advisors held 6,081,902 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $133M as of Q2 2026.
Mercer Global Advisors bought 707,670 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $15.4M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.16% of Mercer Global Advisors's portfolio in Q2 2026, its #80 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Mercer Global Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $137M in Q4 2025.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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