Mercer Global Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04M	Buy	25,898 +2,392	+10%	+$282K	﹤0.01%	1122
2026 Q1	$2.79M	Buy	23,506 +1,420	+6%	+$169K	﹤0.01%	1032
2025 Q4	$2.64M	Sell	22,086 -2,983	-12%	-$357K	﹤0.01%	978
2025 Q3	$3M	Buy	25,069 +3,302	+15%	+$393K	0.01%	871
2025 Q2	$2.59M	Sell	21,767 -2,072	-9%	-$244K	0.01%	781
2025 Q1	$2.82M	Buy	23,839 +784	+3%	+$91.3K	0.01%	726
2024 Q4	$2.66M	Sell	23,055 -2,764	-11%	-$323K	0.01%	740
2024 Q3	$3.09M	Sell	25,819 -1,541	-6%	-$182K	0.01%	629
2024 Q2	$3.16M	Sell	27,360 -1,502	-5%	-$172K	0.01%	573
2024 Q1	$3.34M	Sell	28,862 -445	-2%	-$51.6K	0.01%	572
2023 Q4	$3.43M	Buy	29,307 +1,600	+6%	+$183K	0.01%	572
2023 Q3	$3.13M	Sell	27,707 -830	-3%	-$94.9K	0.01%	559
2023 Q2	$3.29M	Buy	28,537 +188	+0.7%	+$22K	0.01%	565
2023 Q1	$3.33M	Buy	28,349 +3,305	+13%	+$384K	0.02%	536
2022 Q4	$2.88M	Sell	25,044 -2,442	-9%	-$280K	0.01%	585
2022 Q3	$3.14M	Sell	27,486 -354	-1%	-$41.9K	0.02%	513
2022 Q2	$3.32M	Sell	27,840 -2,819	-9%	-$337K	0.02%	484
2022 Q1	$3.74M	Buy	30,659 +2,411	+9%	+$303K	0.02%	475
2021 Q4	$3.63M	Sell	28,248 -1,826	-6%	-$236K	0.02%	448
2021 Q3	$3.92M	Sell	30,074 -24,900	-45%	-$3.27M	0.03%	423
2021 Q2	$7.18M	Buy	54,974 +1,609	+3%	+$210K	0.06%	265
2021 Q1	$6.93M	Buy	53,365 +26,676	+100%	+$3.51M	0.06%	245
2020 Q4	$3.55M	Buy	26,689 +2,868	+12%	+$381K	0.04%	287
2020 Q3	$3.18M	Buy	23,821 +1,208	+5%	+$161K	0.05%	281
2020 Q2	$3.02M	Buy	22,613 +301	+1%	+$40.1K	0.05%	257
2020 Q1	$2.98M	Buy	22,312 +9,850	+79%	+$1.27M	0.07%	241
2019 Q4	$1.57M	Buy	12,462 +4,863	+64%	+$614K	0.03%	401
2019 Q3	$963K	Buy	7,599 +1,535	+25%	+$194K	0.02%	498
2019 Q2	$763K	Buy	6,064 +991	+20%	+$123K	0.02%	540
2019 Q1	$625K	Buy	+5,073	New	+$618K	0.02%	560

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 10% in Q2 2026, buying an estimated $282K and bringing the position to 25,898 shares worth $3.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Mercer Global Advisors first reported a position in IEI in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.18M in Q2 2021. 820 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Mercer Global Advisors held 25,898 shares of iShares 3-7 Year Treasury Bond ETF worth $3.04M as of Q2 2026.
Mercer Global Advisors bought 2,392 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $282K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1122 holding.
Mercer Global Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.18M in Q2 2021.
820 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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