Mercer Global Advisors
IBTP

Mercer Global Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Mercer Global Advisors’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Buy
130,222
+9,357
+8% +$242K ﹤0.01% 947
2025
Q4 		$3.12M Buy
120,865
+20,455
+20% +$532K ﹤0.01% 909
2025
Q3 		$2.6M Buy
+100,410
New +$2.58M ﹤0.01% 931

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 7.7% in Q1 2026, buying an estimated $242K and bringing the position to 130,222 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Mercer Global Advisors first reported a position in IBTP in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold IBTP as of Q1 2026.

  • Mercer Global Advisors held 130,222 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $3.34M as of Q1 2026.
  • Mercer Global Advisors bought 9,357 iShares iBonds Dec 2034 Term Treasury ETF shares in Q1 2026, an estimated $242K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #947 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q1 2026.

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