Mercer Global Advisors
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Mercer Global Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Mercer Global Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.99M Buy
118,338
+23,870
+25% +$609K ﹤0.01% 1004
2025
Q4 		$2.41M Buy
94,468
+24,130
+34% +$618K ﹤0.01% 1019
2025
Q3 		$1.8M Buy
70,338
+14,355
+26% +$364K ﹤0.01% 1080
2025
Q2 		$1.42M Buy
55,983
+5,050
+10% +$125K ﹤0.01% 1041
2025
Q1 		$1.27M Buy
50,933
+10,314
+25% +$255K ﹤0.01% 1014
2024
Q4 		$998K Buy
40,619
+19,300
+91% +$483K ﹤0.01% 1118
2024
Q3 		$548K Buy
21,319
+10,167
+91% +$257K ﹤0.01% 1299
2024
Q2 		$274K Buy
+11,152
New +$272K ﹤0.01% 1623

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return