Mercer Global Advisors
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Mercer Global Advisors’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Mercer Global Advisors’s Portfolio LQDB Stock Details LQDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53,424
Closed -$53.4K – 2213
2024
Q3 		$53.4K Hold
53,424
– – ﹤0.01% 1914
2024
Q2 		$53.4K Hold
53,424
– – ﹤0.01% 1908
2024
Q1 		$53K Hold
53,424
– – ﹤0.01% 1891
2023
Q4 		$53K Hold
53,424
– – ﹤0.01% 1957
2023
Q3 		$4.32M Buy
+53,424
New +$4.42M 0.02% 467

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors's LQDB Position: Q4 2024 in Review

Mercer Global Advisors sold out of iShares BBB Rated Corporate Bond ETF (LQDB) in Q4 2024, closing a stake of 53,424 shares — an estimated $53.4K sold.

Mercer Global Advisors first reported a position in LQDB in Q3 2023 and held it in 5 quarters. The position peaked at $4.32M in Q3 2023. 8 funds tracked by Wall St. Rank hold LQDB as of Q4 2024.

  • Mercer Global Advisors reported no remaining iShares BBB Rated Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 53,424 iShares BBB Rated Corporate Bond ETF shares in Q4 2024, an estimated $53.4K.
  • Mercer Global Advisors first reported a position in iShares BBB Rated Corporate Bond ETF in Q3 2023 and held it in 5 quarters.
  • Mercer Global Advisors's iShares BBB Rated Corporate Bond ETF position peaked at $4.32M in Q3 2023.
  • 8 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.