Mercer Global Advisors
IBMT

Mercer Global Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Mercer Global Advisors’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
478,497
+136,660
+40% +$3.52M 0.02% 509
2026
Q1 		$8.77M Sell
341,837
-511,559
-60% -$13.3M 0.01% 546
2025
Q4 		$22.1M Buy
+853,396
New +$22.1M 0.03% 314

Other funds holding IBMT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 40% in Q2 2026, buying an estimated $3.52M and bringing the position to 478,497 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #509.

Mercer Global Advisors first reported a position in IBMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.1M in Q4 2025. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Mercer Global Advisors held 478,497 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $12.3M as of Q2 2026.
  • Mercer Global Advisors bought 136,660 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $3.52M.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #509 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $22.1M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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