Mercer Global Advisors
IBTL icon

Mercer Global Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Mercer Global Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.75M Buy
232,834
+13,426
+6% +$276K 0.01% 778
2025
Q4 		$4.5M Buy
219,408
+91,675
+72% +$1.89M 0.01% 753
2025
Q3 		$2.63M Buy
127,733
+116,255
+1,013% +$2.38M ﹤0.01% 926
2025
Q2 		$235K Buy
+11,478
New +$232K ﹤0.01% 1998
2025
Q1 		– Sell
-10,498
Closed -$208K – 2206
2024
Q4 		$208K Buy
10,498
+122
+1% +$2.46K ﹤0.01% 1958
2024
Q3 		$216K Buy
+10,376
New +$213K ﹤0.01% 1765

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 6.1% in Q1 2026, buying an estimated $276K and bringing the position to 232,834 shares worth $4.75M. The position accounts for 0.01% of the portfolio, ranked #778.

Mercer Global Advisors first reported a position in IBTL in Q3 2024 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Mercer Global Advisors held 232,834 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.75M as of Q1 2026.
  • Mercer Global Advisors bought 13,426 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $276K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #778 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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