Mercer Global Advisors
IBMI

Mercer Global Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Mercer Global Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-35,529
Closed -$906K – 1289
2020
Q2 		$906K Buy
35,529
+1,628
+5% +$41.5K 0.02% 506
2020
Q1 		$860K Buy
33,901
+1,397
+4% +$35.6K 0.02% 517
2019
Q4 		$830K Buy
32,504
+9,825
+43% +$251K 0.02% 576
2019
Q3 		$578K Buy
22,679
+13,597
+150% +$348K 0.01% 644
2019
Q2 		$232K Buy
+9,082
New +$232K 0.01% 987

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Mercer Global Advisors's IBMI Position: Q3 2020 in Review

Mercer Global Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 35,529 shares — an estimated $906K sold.

Mercer Global Advisors first reported a position in IBMI in Q2 2019 and held it in 5 quarters. The position peaked at $906K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Mercer Global Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mercer Global Advisors sold 35,529 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $906K.
  • Mercer Global Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2019 and held it in 5 quarters.
  • Mercer Global Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $906K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Mercer Global Advisors's 13F filing for Q3 2020, filed 10 Dec 2020.