Mercer Global Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.3M | Buy |
947,342
+88,311
| +10% | +$2.26M | 0.05% | 188 |
|
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% | +$300K | 0.06% | 179 |
|
2024
Q2 | $24.8M | Buy |
980,994
+30,064
| +3% | +$761K | 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% | +$935K | 0.07% | 175 |
|
2023
Q3 | $21.5M | Sell |
867,045
-9,399
| -1% | -$233K | 0.08% | 153 |
|
2023
Q2 | $22.1M | Buy |
876,444
+3,855
| +0.4% | +$97.1K | 0.09% | 159 |
|
2023
Q1 | $22.3M | Buy |
872,589
+44,633
| +5% | +$1.14M | 0.1% | 149 |
|
2022
Q4 | $20.9M | Buy |
827,956
+180,959
| +28% | +$4.56M | 0.1% | 158 |
|
2022
Q3 | $15.9M | Buy |
646,997
+154,723
| +31% | +$3.81M | 0.09% | 167 |
|
2022
Q2 | $12.5M | Buy |
492,274
+319,905
| +186% | +$8.11M | 0.08% | 185 |
|
2022
Q1 | $4.4M | Buy |
172,369
+29,214
| +20% | +$745K | 0.03% | 422 |
|
2021
Q4 | $3.85M | Buy |
143,155
+19,295
| +16% | +$519K | 0.02% | 435 |
|
2021
Q3 | $3.33M | Buy |
123,860
+30,100
| +32% | +$809K | 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 | +$2.16M | 0.02% | 500 |
|