Mercer Global Advisors
IBMS

Mercer Global Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Mercer Global Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.9M Buy
1,773,721
+21,498
+1% +$556K 0.06% 190
2026
Q1 		$45.3M Sell
1,752,223
-120,118
-6% -$3.14M 0.07% 171
2025
Q4 		$48.8M Buy
1,872,341
+1,084,038
+138% +$28.2M 0.07% 164
2025
Q3 		$20.6M Buy
788,303
+154,274
+24% +$3.99M 0.03% 304
2025
Q2 		$16.3M Buy
+634,029
New +$16.1M 0.03% 289

Other funds holding IBMS

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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 1.2% in Q2 2026, buying an estimated $556K and bringing the position to 1,773,721 shares worth $45.9M. The position accounts for 0.06% of the portfolio, ranked #190.

Mercer Global Advisors first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.8M in Q4 2025. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Mercer Global Advisors held 1,773,721 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $45.9M as of Q2 2026.
  • Mercer Global Advisors bought 21,498 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $556K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.06% of Mercer Global Advisors's portfolio in Q2 2026, its #190 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $48.8M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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