Mercer Global Advisors
IBTJ icon

Mercer Global Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Mercer Global Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51M Buy
2,336,938
+371,655
+19% +$8.15M 0.08% 153
2025
Q4 		$43.1M Buy
1,965,283
+918,666
+88% +$20.2M 0.07% 184
2025
Q3 		$23M Buy
1,046,617
+447,238
+75% +$9.79M 0.04% 283
2025
Q2 		$13.1M Buy
599,379
+169,410
+39% +$3.68M 0.03% 328
2025
Q1 		$9.36M Buy
429,969
+48,913
+13% +$1.05M 0.02% 378
2024
Q4 		$8.13M Buy
381,056
+56,614
+17% +$1.22M 0.02% 407
2024
Q3 		$7.17M Buy
324,442
+181,036
+126% +$3.96M 0.02% 406
2024
Q2 		$3.06M Buy
143,406
+127,566
+805% +$2.71M 0.01% 584
2024
Q1 		$340K Buy
+15,840
New +$341K ﹤0.01% 1492

Other funds holding IBTJ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return