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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Mercer Global Advisors's IBMP Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 14% in Q1 2026, selling an estimated $7.27M and leaving 1,747,444 shares worth $44.5M. The position accounts for 0.07% of the portfolio, ranked #174.

Mercer Global Advisors first reported a position in IBMP in Q1 2022 and has held it in 17 quarters since. The position peaked at $51.6M in Q4 2025. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Mercer Global Advisors held 1,747,444 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $44.5M as of Q1 2026.
  • Mercer Global Advisors sold 285,374 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $7.27M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.07% of Mercer Global Advisors's portfolio in Q1 2026, its #174 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 17 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $51.6M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.