Mercer Global Advisors
IBDY icon

Mercer Global Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Mercer Global Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Buy
128,946
+15,088
+13% +$389K ﹤0.01% 1075
2026
Q1 		$2.94M Buy
113,858
+25,375
+29% +$662K ﹤0.01% 1011
2025
Q4 		$2.31M Buy
88,483
+21,887
+33% +$574K ﹤0.01% 1042
2025
Q3 		$1.75M Buy
66,596
+15,250
+30% +$396K ﹤0.01% 1092
2025
Q2 		$1.33M Buy
51,346
+5,499
+12% +$139K ﹤0.01% 1075
2025
Q1 		$1.17M Buy
45,847
+8,271
+22% +$209K ﹤0.01% 1058
2024
Q4 		$943K Buy
+37,576
New +$962K ﹤0.01% 1142

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 13% in Q2 2026, buying an estimated $389K and bringing the position to 128,946 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Mercer Global Advisors first reported a position in IBDY in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Mercer Global Advisors held 128,946 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.32M as of Q2 2026.
  • Mercer Global Advisors bought 15,088 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $389K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1075 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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