Mercer Global Advisors
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Mercer Global Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Mercer Global Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.8M Buy
2,063,596
+7,742
+0.4% +$198K 0.07% 170
2026
Q1 		$52.5M Sell
2,055,854
-1,846,866
-47% -$47.4M 0.08% 149
2025
Q4 		$99.8M Buy
3,902,720
+3,002,415
+333% +$76.7M 0.15% 91
2025
Q3 		$23.1M Buy
900,305
+43,417
+5% +$1.11M 0.04% 279
2025
Q2 		$21.8M Buy
856,888
+104,229
+14% +$2.63M 0.04% 232
2025
Q1 		$19M Buy
752,659
+62,840
+9% +$1.59M 0.04% 233
2024
Q4 		$17.4M Sell
689,819
-132,170
-16% -$3.35M 0.04% 239
2024
Q3 		$21M Buy
821,989
+39,409
+5% +$999K 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% +$1.55M 0.05% 214
2023
Q4 		$16.4M Buy
641,561
+26,846
+4% +$667K 0.05% 216
2023
Q3 		$15M Buy
614,715
+8,351
+1% +$208K 0.06% 204
2023
Q2 		$15.3M Buy
606,364
+590,964
+3,837% +$15M 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 +$384K ﹤0.01% 1292

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.38% in Q2 2026, buying an estimated $198K and bringing the position to 2,063,596 shares worth $52.8M. The position accounts for 0.07% of the portfolio, ranked #170.

Mercer Global Advisors first reported a position in IBMQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $99.8M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Mercer Global Advisors held 2,063,596 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $52.8M as of Q2 2026.
  • Mercer Global Advisors bought 7,742 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $198K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.07% of Mercer Global Advisors's portfolio in Q2 2026, its #170 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $99.8M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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