Mercer Global Advisors
IBMP icon

Mercer Global Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Mercer Global Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8M Buy
1,841,644
+94,200
+5% +$2.39M 0.06% 189
2026
Q1 		$44.5M Sell
1,747,444
-285,374
-14% -$7.27M 0.07% 174
2025
Q4 		$51.6M Buy
2,032,818
+1,077,952
+113% +$27.4M 0.08% 152
2025
Q3 		$24.3M Buy
954,866
+43,801
+5% +$1.11M 0.04% 260
2025
Q2 		$23.1M Buy
911,065
+77,171
+9% +$1.94M 0.05% 220
2025
Q1 		$21.1M Buy
833,894
+10,971
+1% +$277K 0.05% 217
2024
Q4 		$20.7M Sell
822,923
-134,898
-14% -$3.41M 0.05% 210
2024
Q3 		$24.3M Buy
957,821
+23,153
+2% +$585K 0.06% 186
2024
Q2 		$23.4M Buy
934,668
+35,739
+4% +$893K 0.06% 172
2024
Q1 		$22.6M Buy
898,929
+40,212
+5% +$1.02M 0.06% 180
2023
Q4 		$21.8M Buy
858,717
+74,603
+10% +$1.85M 0.07% 183
2023
Q3 		$19.2M Buy
784,114
+47,661
+6% +$1.19M 0.07% 167
2023
Q2 		$18.5M Buy
736,453
+43,674
+6% +$1.1M 0.07% 180
2023
Q1 		$17.6M Buy
692,779
+48,748
+8% +$1.23M 0.08% 178
2022
Q4 		$16.1M Buy
644,031
+124,753
+24% +$3.09M 0.08% 184
2022
Q3 		$12.7M Buy
519,278
+107,765
+26% +$2.72M 0.08% 195
2022
Q2 		$10.4M Buy
411,513
+294,966
+253% +$7.38M 0.06% 219
2022
Q1 		$2.96M Buy
+116,547
New +$3.05M 0.02% 529

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5.4% in Q2 2026, buying an estimated $2.39M and bringing the position to 1,841,644 shares worth $46.8M. The position accounts for 0.06% of the portfolio, ranked #189.

Mercer Global Advisors first reported a position in IBMP in Q1 2022 and has held it in 18 quarters since. The position peaked at $51.6M in Q4 2025. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Mercer Global Advisors held 1,841,644 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $46.8M as of Q2 2026.
  • Mercer Global Advisors bought 94,200 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $2.39M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.06% of Mercer Global Advisors's portfolio in Q2 2026, its #189 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $51.6M in Q4 2025.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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