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
Q2 		$43.5M Buy
1,695,538
+117,543
+7% +$3.01M 0.05% 201
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's IBMO Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 7.4% in Q2 2026, buying an estimated $3.01M and bringing the position to 1,695,538 shares worth $43.5M. The position accounts for 0.05% of the portfolio, ranked #201.

Mercer Global Advisors first reported a position in IBMO in Q1 2021 and has held it in 22 quarters since. The position peaked at $54.4M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Mercer Global Advisors held 1,695,538 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $43.5M as of Q2 2026.
  • Mercer Global Advisors bought 117,543 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $3.01M.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.05% of Mercer Global Advisors's portfolio in Q2 2026, its #201 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $54.4M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.