Mercer Global Advisors
IBDZ

Mercer Global Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Mercer Global Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Buy
129,750
+11,668
+10% +$304K ﹤0.01% 1063
2026
Q1 		$3.08M Buy
118,082
+24,844
+27% +$655K ﹤0.01% 994
2025
Q4 		$2.46M Buy
93,238
+31,366
+51% +$830K ﹤0.01% 1012
2025
Q3 		$1.64M Buy
61,872
+17,053
+38% +$446K ﹤0.01% 1124
2025
Q2 		$1.17M Buy
+44,819
New +$1.15M ﹤0.01% 1131

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 9.9% in Q2 2026, buying an estimated $304K and bringing the position to 129,750 shares worth $3.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Mercer Global Advisors first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Mercer Global Advisors held 129,750 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.38M as of Q2 2026.
  • Mercer Global Advisors bought 11,668 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $304K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1063 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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