Mercer Global Advisors
IEI icon

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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 6.4% in Q1 2026, buying an estimated $169K and bringing the position to 23,506 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Mercer Global Advisors first reported a position in IEI in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.18M in Q2 2021. 832 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Mercer Global Advisors held 23,506 shares of iShares 3-7 Year Treasury Bond ETF worth $2.79M as of Q1 2026.
  • Mercer Global Advisors bought 1,420 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $169K.
  • iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1032 holding.
  • Mercer Global Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $7.18M in Q2 2021.
  • 832 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

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