Mercer Global Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.4M	Buy	1,890,508 +980,979	+108%	+$20.5M	0.05%	218
2026 Q1	$19M	Sell	909,529 -1,031,595	-53%	-$21.8M	0.03%	333
2025 Q4	$41.1M	Buy	1,941,124 +1,832,472	+1,687%	+$38.8M	0.06%	195
2025 Q3	$2.31M	Buy	108,652 +22,366	+26%	+$471K	﹤0.01%	978
2025 Q2	$1.82M	Sell	86,286 -17,665	-17%	-$365K	﹤0.01%	926
2025 Q1	$2.16M	Buy	103,951 +39,730	+62%	+$815K	﹤0.01%	816
2024 Q4	$1.31M	Buy	64,221 +41,043	+177%	+$849K	﹤0.01%	985
2024 Q3	$491K	Buy	23,178 +12,217	+111%	+$255K	﹤0.01%	1341
2024 Q2	$222K	Buy	+10,961	New	+$221K	﹤0.01%	1735

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

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

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 108% in Q2 2026, buying an estimated $20.5M and bringing the position to 1,890,508 shares worth $39.4M. The position accounts for 0.05% of the portfolio, ranked #218.

Mercer Global Advisors first reported a position in IBDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $41.1M in Q4 2025. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Mercer Global Advisors held 1,890,508 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $39.4M as of Q2 2026.
Mercer Global Advisors bought 980,979 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $20.5M.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.05% of Mercer Global Advisors's portfolio in Q2 2026, its #218 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Mercer Global Advisors's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $41.1M in Q4 2025.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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