Mercer Global Advisors
IBMK

Mercer Global Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Mercer Global Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-119,504
Closed -$3.1M – 2016
2022
Q3 		$3.1M Sell
119,504
-5,056
-4% -$131K 0.02% 516
2022
Q2 		$3.23M Sell
124,560
-11,275
-8% -$292K 0.02% 495
2022
Q1 		$3.52M Sell
135,835
-97,399
-42% -$2.53M 0.02% 486
2021
Q4 		$6.08M Buy
233,234
+12,798
+6% +$334K 0.04% 325
2021
Q3 		$5.77M Buy
220,436
+35,214
+19% +$923K 0.04% 315
2021
Q2 		$4.86M Buy
185,222
+16,339
+10% +$430K 0.04% 329
2021
Q1 		$4.45M Buy
168,883
+54,106
+47% +$1.43M 0.04% 320
2020
Q4 		$3.03M Buy
114,777
+30,029
+35% +$793K 0.04% 327
2020
Q3 		$2.25M Buy
84,748
+20,644
+32% +$547K 0.03% 353
2020
Q2 		$1.69M Sell
64,104
-4,348
-6% -$114K 0.03% 359
2020
Q1 		$1.78M Buy
68,452
+3,579
+6% +$93.6K 0.04% 339
2019
Q4 		$1.7M Buy
64,873
+25,488
+65% +$667K 0.03% 381
2019
Q3 		$1.03M Buy
39,385
+30,655
+351% +$803K 0.02% 478
2019
Q2 		$228K Buy
+8,730
New +$227K 0.01% 999

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Mercer Global Advisors's IBMK Position: Q4 2022 in Review

Mercer Global Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 119,504 shares — an estimated $3.1M sold.

Mercer Global Advisors first reported a position in IBMK in Q2 2019 and held it in 14 quarters. The position peaked at $6.08M in Q4 2021. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Mercer Global Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 119,504 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $3.1M.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2019 and held it in 14 quarters.
  • Mercer Global Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $6.08M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.