Mercer Global Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Mercer Global Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.9M	Buy	2,861,909 +209,772	+8%	+$4.11M	0.07%	164
2026 Q1	$52.3M	Buy	2,652,137 +843,053	+47%	+$16.7M	0.08%	150
2025 Q4	$35.9M	Buy	1,809,084 +625,992	+53%	+$12.5M	0.05%	220
2025 Q3	$23.5M	Buy	1,183,092 +543,599	+85%	+$10.8M	0.04%	274
2025 Q2	$12.7M	Buy	639,493 +574,655	+886%	+$11.3M	0.03%	335
2025 Q1	$1.27M	Buy	64,838 +30,834	+91%	+$597K	﹤0.01%	1012
2024 Q4	$653K	Buy	34,004 +5,660	+20%	+$110K	﹤0.01%	1306
2024 Q3	$568K	Buy	28,344 +6,490	+30%	+$128K	﹤0.01%	1272
2024 Q2	$422K	Buy	21,854 +4,974	+29%	+$95.1K	﹤0.01%	1392
2024 Q1	$328K	Buy	+16,880	New	+$328K	﹤0.01%	1517

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 7.9% in Q2 2026, buying an estimated $4.11M and bringing the position to 2,861,909 shares worth $55.9M. The position accounts for 0.07% of the portfolio, ranked #164.

Mercer Global Advisors first reported a position in IBTK in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Mercer Global Advisors held 2,861,909 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $55.9M as of Q2 2026.
Mercer Global Advisors bought 209,772 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $4.11M.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.07% of Mercer Global Advisors's portfolio in Q2 2026, its #164 holding.
Mercer Global Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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