Mercer Global Advisors
IBMR icon

Mercer Global Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Mercer Global Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.2M Buy
1,740,491
+20,393
+1% +$517K 0.05% 196
2026
Q1 		$43.6M Sell
1,720,098
-372,566
-18% -$9.52M 0.06% 177
2025
Q4 		$53.2M Buy
2,092,664
+1,271,042
+155% +$32.3M 0.08% 149
2025
Q3 		$21M Buy
821,622
+57,040
+7% +$1.45M 0.04% 300
2025
Q2 		$19.3M Buy
764,582
+58,797
+8% +$1.47M 0.04% 251
2025
Q1 		$17.7M Buy
705,785
+46,104
+7% +$1.16M 0.04% 248
2024
Q4 		$16.5M Buy
+659,681
New +$16.6M 0.04% 252

Other funds holding IBMR

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 1.2% in Q2 2026, buying an estimated $517K and bringing the position to 1,740,491 shares worth $44.2M. The position accounts for 0.05% of the portfolio, ranked #196.

Mercer Global Advisors first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.2M in Q4 2025. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Mercer Global Advisors held 1,740,491 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $44.2M as of Q2 2026.
  • Mercer Global Advisors bought 20,393 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $517K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.05% of Mercer Global Advisors's portfolio in Q2 2026, its #196 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $53.2M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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