Mercer Global Advisors
IBML

Mercer Global Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Mercer Global Advisors’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-209,050
Closed -$5.34M – 2123
2023
Q3 		$5.34M Sell
209,050
-25,094
-11% -$640K 0.02% 413
2023
Q2 		$5.97M Sell
234,144
-600,943
-72% -$15.3M 0.02% 406
2023
Q1 		$21.2M Buy
835,087
+26,664
+3% +$677K 0.1% 157
2022
Q4 		$20.5M Buy
808,423
+115,001
+17% +$2.91M 0.1% 160
2022
Q3 		$17.5M Buy
693,422
+100,409
+17% +$2.55M 0.1% 153
2022
Q2 		$15.1M Buy
593,013
+270,157
+84% +$6.87M 0.09% 176
2022
Q1 		$8.22M Buy
322,856
+20,701
+7% +$532K 0.05% 268
2021
Q4 		$7.83M Buy
302,155
+31,009
+11% +$805K 0.05% 276
2021
Q3 		$7.05M Buy
271,146
+31,359
+13% +$818K 0.05% 282
2021
Q2 		$6.26M Buy
239,787
+22,888
+11% +$598K 0.05% 282
2021
Q1 		$5.67M Buy
216,899
+57,493
+36% +$1.5M 0.05% 276
2020
Q4 		$4.17M Buy
159,406
+41,459
+35% +$1.09M 0.05% 255
2020
Q3 		$3.1M Buy
117,947
+36,350
+45% +$956K 0.05% 288
2020
Q2 		$2.14M Buy
81,597
+13,423
+20% +$349K 0.04% 318
2020
Q1 		$1.75M Buy
68,174
+6,745
+11% +$174K 0.04% 342
2019
Q4 		$1.59M Buy
61,429
+21,659
+54% +$559K 0.03% 398
2019
Q3 		$1.02M Buy
39,770
+30,814
+344% +$796K 0.02% 481
2019
Q2 		$230K Buy
+8,956
New +$228K 0.01% 995

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Mercer Global Advisors's IBML Position: Q4 2023 in Review

Mercer Global Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 209,050 shares — an estimated $5.34M sold.

Mercer Global Advisors first reported a position in IBML in Q2 2019 and held it in 18 quarters. The position peaked at $21.2M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Mercer Global Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 209,050 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $5.34M.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2019 and held it in 18 quarters.
  • Mercer Global Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $21.2M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.