Mercer Global Advisors
IBMO icon

Mercer Global Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Mercer Global Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.4M Sell
1,577,995
-544,326
-26% -$14M 0.06% 192
2025
Q4 		$54.4M Buy
2,122,321
+1,052,645
+98% +$27M 0.08% 143
2025
Q3 		$27.4M Buy
1,069,676
+122,334
+13% +$3.14M 0.05% 237
2025
Q2 		$24.3M Buy
947,342
+88,311
+10% +$2.25M 0.05% 209
2025
Q1 		$22M Sell
859,031
-7,327
-0.8% -$187K 0.05% 209
2024
Q4 		$22.1M Sell
866,358
-126,337
-13% -$3.22M 0.05% 196
2024
Q3 		$25.4M Buy
992,695
+11,701
+1% +$299K 0.06% 179
2024
Q2 		$24.8M Buy
980,994
+30,064
+3% +$759K 0.07% 167
2024
Q1 		$24.1M Buy
950,930
+47,237
+5% +$1.2M 0.07% 172
2023
Q4 		$23.1M Buy
903,693
+36,648
+4% +$920K 0.07% 175
2023
Q3 		$21.5M Sell
867,045
-9,399
-1% -$236K 0.08% 153
2023
Q2 		$22.1M Buy
876,444
+3,855
+0.4% +$97.3K 0.09% 159
2023
Q1 		$22.3M Buy
872,589
+44,633
+5% +$1.13M 0.1% 149
2022
Q4 		$20.9M Buy
827,956
+180,959
+28% +$4.51M 0.1% 158
2022
Q3 		$15.9M Buy
646,997
+154,723
+31% +$3.92M 0.09% 167
2022
Q2 		$12.5M Buy
492,274
+319,905
+186% +$8.06M 0.08% 185
2022
Q1 		$4.4M Buy
172,369
+29,214
+20% +$764K 0.03% 422
2021
Q4 		$3.85M Buy
143,155
+19,295
+16% +$518K 0.02% 435
2021
Q3 		$3.33M Buy
123,860
+30,100
+32% +$814K 0.02% 457
2021
Q2 		$2.53M Buy
93,760
+13,208
+16% +$356K 0.02% 502
2021
Q1 		$2.16M Buy
+80,552
New +$2.17M 0.02% 500

Other funds holding IBMO

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return