Mercer Global Advisors
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Mercer Global Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Mercer Global Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.01M Buy
220,616
+21,547
+11% +$490K 0.01% 877
2026
Q1 		$4.56M Buy
199,069
+12,899
+7% +$298K 0.01% 794
2025
Q4 		$4.3M Buy
186,170
+74,740
+67% +$1.73M 0.01% 775
2025
Q3 		$2.58M Buy
+111,430
New +$2.56M ﹤0.01% 935

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 11% in Q2 2026, buying an estimated $490K and bringing the position to 220,616 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #877.

Mercer Global Advisors first reported a position in IBTM in Q3 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Mercer Global Advisors held 220,616 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $5.01M as of Q2 2026.
  • Mercer Global Advisors bought 21,547 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $490K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #877 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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