Mercer Global Advisors
IBTO icon

Mercer Global Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Mercer Global Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.78M Buy
156,446
+20,326
+15% +$491K ﹤0.01% 1007
2026
Q1 		$3.32M Buy
136,120
+11,755
+9% +$289K ﹤0.01% 950
2025
Q4 		$3.05M Buy
124,365
+19,779
+19% +$489K ﹤0.01% 917
2025
Q3 		$2.58M Buy
+104,586
New +$2.56M ﹤0.01% 934

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 15% in Q2 2026, buying an estimated $491K and bringing the position to 156,446 shares worth $3.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Mercer Global Advisors first reported a position in IBTO in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Mercer Global Advisors held 156,446 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.78M as of Q2 2026.
  • Mercer Global Advisors bought 20,326 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $491K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1007 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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