Mercer Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mercer Global Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.72M	Buy	38,940 +9,648	+33%	+$928K	0.01%	896
2025 Q4	$2.82M	Buy	29,292 +5,137	+21%	+$497K	﹤0.01%	954
2025 Q3	$2.33M	Buy	24,155 +744	+3%	+$71.1K	﹤0.01%	973
2025 Q2	$2.24M	Buy	23,411 +1,350	+6%	+$128K	﹤0.01%	836
2025 Q1	$2.1M	Sell	22,061 -5,623	-20%	-$526K	﹤0.01%	826
2024 Q4	$2.56M	Sell	27,684 -2,709	-9%	-$256K	0.01%	753
2024 Q3	$2.98M	Sell	30,393 -831	-3%	-$80.3K	0.01%	646
2024 Q2	$2.92M	Sell	31,224 -5,007	-14%	-$465K	0.01%	602
2024 Q1	$3.4M	Buy	36,231 +4,689	+15%	+$444K	0.01%	567
2023 Q4	$3.04M	Sell	31,542 -7,002	-18%	-$648K	0.01%	606
2023 Q3	$3.53M	Sell	38,544 -3,101	-7%	-$292K	0.01%	527
2023 Q2	$4.02M	Sell	41,645 -4,935	-11%	-$485K	0.02%	507
2023 Q1	$4.62M	Buy	46,580 +6,260	+16%	+$612K	0.02%	451
2022 Q4	$3.86M	Sell	40,320 -4,520	-10%	-$434K	0.02%	499
2022 Q3	$4.3M	Buy	44,840 +13,950	+45%	+$1.42M	0.03%	415
2022 Q2	$3.16M	Sell	30,890 -11,612	-27%	-$1.19M	0.02%	500
2022 Q1	$4.57M	Sell	42,502 -53,795	-56%	-$5.97M	0.03%	410
2021 Q4	$11.1M	Buy	96,297 +2,130	+2%	+$245K	0.07%	211
2021 Q3	$10.8M	Sell	94,167 -11,654	-11%	-$1.36M	0.08%	212
2021 Q2	$12.2M	Sell	105,821 -3,239	-3%	-$371K	0.09%	164
2021 Q1	$12.3M	Buy	109,060 +100,548	+1,181%	+$11.7M	0.11%	145
2020 Q4	$1.02M	Sell	8,512 -334	-4%	-$40.2K	0.01%	597
2020 Q3	$1.08M	Sell	8,846 -917	-9%	-$112K	0.02%	535
2020 Q2	$1.19M	Sell	9,763 -1,058	-10%	-$129K	0.02%	448
2020 Q1	$1.31M	Buy	10,821 +4,582	+73%	+$527K	0.03%	406
2019 Q4	$688K	Buy	6,239 +1,451	+30%	+$162K	0.01%	627
2019 Q3	$538K	Buy	4,788 +37	+0.8%	+$4.13K	0.01%	664
2019 Q2	$523K	Buy	4,751 +395	+9%	+$42.3K	0.01%	661
2019 Q1	$465K	Buy	+4,356	New	+$456K	0.02%	660

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mercer Global Advisors's IEF Position: Q1 2026 in Review

Mercer Global Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 33% in Q1 2026, buying an estimated $928K and bringing the position to 38,940 shares worth $3.72M. The position accounts for 0.01% of the portfolio, ranked #896.

Mercer Global Advisors first reported a position in IEF in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.3M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Mercer Global Advisors held 38,940 shares of iShares 7-10 Year Treasury Bond ETF worth $3.72M as of Q1 2026.
Mercer Global Advisors bought 9,648 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $928K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #896 holding.
Mercer Global Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $12.3M in Q1 2021.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.