Mercer Global Advisors
IBTG icon

Mercer Global Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Mercer Global Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.8M Sell
2,437,085
-86,411
-3% -$1.98M 0.07% 166
2026
Q1 		$57.8M Sell
2,523,496
-318,921
-11% -$7.3M 0.09% 133
2025
Q4 		$65M Buy
2,842,417
+1,584,732
+126% +$36.3M 0.1% 124
2025
Q3 		$28.9M Buy
1,257,685
+606,461
+93% +$13.9M 0.05% 231
2025
Q2 		$14.9M Buy
651,224
+192,345
+42% +$4.4M 0.03% 312
2025
Q1 		$10.5M Buy
458,879
+59,289
+15% +$1.35M 0.02% 353
2024
Q4 		$9.11M Buy
399,590
+56,570
+16% +$1.29M 0.02% 378
2024
Q3 		$7.89M Buy
343,020
+175,544
+105% +$4.02M 0.02% 376
2024
Q2 		$2.99M Buy
167,476
+123,424
+280% +$2.79M 0.01% 594
2024
Q1 		$1M Buy
+44,052
New +$1M ﹤0.01% 965

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.4% in Q2 2026, selling an estimated $1.98M and leaving 2,437,085 shares worth $55.8M. The position accounts for 0.07% of the portfolio, ranked #166.

Mercer Global Advisors first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. The position peaked at $65M in Q4 2025. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Mercer Global Advisors held 2,437,085 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $55.8M as of Q2 2026.
  • Mercer Global Advisors sold 86,411 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.98M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.07% of Mercer Global Advisors's portfolio in Q2 2026, its #166 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $65M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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