Mercer Global Advisors
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Mercer Global Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Mercer Global Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.6M Buy
2,405,511
+133,909
+6% +$2.99M 0.08% 147
2025
Q4 		$50.8M Buy
2,271,602
+1,213,854
+115% +$27.2M 0.08% 157
2025
Q3 		$23.7M Buy
1,057,748
+380,505
+56% +$8.49M 0.04% 269
2025
Q2 		$15.1M Buy
677,243
+149,123
+28% +$3.31M 0.03% 307
2025
Q1 		$11.8M Buy
528,120
+45,502
+9% +$1M 0.03% 332
2024
Q4 		$10.6M Buy
482,618
+64,750
+15% +$1.43M 0.03% 346
2024
Q3 		$9.39M Buy
417,868
+187,879
+82% +$4.18M 0.02% 337
2024
Q2 		$2.85M Buy
229,989
+129,374
+129% +$2.81M 0.01% 609
2024
Q1 		$2.21M Buy
+100,615
New +$2.21M 0.01% 698

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors's IBTI Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 5.9% in Q1 2026, buying an estimated $2.99M and bringing the position to 2,405,511 shares worth $53.6M. The position accounts for 0.08% of the portfolio, ranked #147.

Mercer Global Advisors first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Mercer Global Advisors held 2,405,511 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $53.6M as of Q1 2026.
  • Mercer Global Advisors bought 133,909 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $2.99M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.08% of Mercer Global Advisors's portfolio in Q1 2026, its #147 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.