Mercer Global Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.8M | Buy |
856,888
+104,229
| +14% | +$2.65M | 0.04% | 210 |
|
2025
Q1 | $19M | Buy |
752,659
+62,840
| +9% | +$1.59M | 0.04% | 233 |
|
2024
Q4 | $17.4M | Sell |
689,819
-132,170
| -16% | -$3.33M | 0.04% | 239 |
|
2024
Q3 | $21M | Buy |
821,989
+39,409
| +5% | +$1.01M | 0.05% | 204 |
|
2024
Q2 | $19.6M | Buy |
782,580
+80,038
| +11% | +$2M | 0.05% | 197 |
|
2024
Q1 | $17.8M | Buy |
702,542
+60,981
| +10% | +$1.54M | 0.05% | 214 |
|
2023
Q4 | $16.4M | Buy |
641,561
+26,846
| +4% | +$687K | 0.05% | 216 |
|
2023
Q3 | $15M | Buy |
614,715
+8,351
| +1% | +$204K | 0.06% | 204 |
|
2023
Q2 | $15.3M | Buy |
606,364
+590,964
| +3,837% | +$14.9M | 0.06% | 206 |
|
2023
Q1 | $394K | Hold |
15,400
| – | – | ﹤0.01% | 1332 |
|
2022
Q4 | $386K | Hold |
15,400
| – | – | ﹤0.01% | 1352 |
|
2022
Q3 | $372K | Hold |
15,400
| – | – | ﹤0.01% | 1293 |
|
2022
Q2 | $386K | Buy |
+15,400
| New | +$386K | ﹤0.01% | 1292 |
|