Mercer Global Advisors
IBTH icon

Mercer Global Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Mercer Global Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.1M Buy
2,688,763
+221,102
+9% +$4.95M 0.07% 153
2026
Q1 		$55.3M Buy
2,467,661
+189,891
+8% +$4.27M 0.08% 142
2025
Q4 		$51.2M Buy
2,277,770
+1,212,784
+114% +$27.3M 0.08% 156
2025
Q3 		$24M Buy
1,064,986
+420,958
+65% +$9.45M 0.04% 264
2025
Q2 		$14.5M Buy
644,028
+157,284
+32% +$3.52M 0.03% 316
2025
Q1 		$10.9M Buy
486,744
+64,572
+15% +$1.44M 0.03% 344
2024
Q4 		$9.37M Buy
422,172
+59,628
+16% +$1.33M 0.02% 369
2024
Q3 		$8.19M Buy
362,544
+200,740
+124% +$4.5M 0.02% 363
2024
Q2 		$3.57M Buy
161,804
+128,640
+388% +$2.83M 0.01% 542
2024
Q1 		$735K Buy
+33,164
New +$737K ﹤0.01% 1089

Other funds holding IBTH

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 9% in Q2 2026, buying an estimated $4.95M and bringing the position to 2,688,763 shares worth $60.1M. The position accounts for 0.07% of the portfolio, ranked #153.

Mercer Global Advisors first reported a position in IBTH in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Mercer Global Advisors held 2,688,763 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $60.1M as of Q2 2026.
  • Mercer Global Advisors bought 221,102 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $4.95M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.07% of Mercer Global Advisors's portfolio in Q2 2026, its #153 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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