Mercer Global Advisors
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Mercer Global Advisors’s iShares MBS ETF MBB Stock Holding History

Mercer Global Advisors’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Sell
11,544
-39,106
-77% -$3.74M ﹤0.01% 1516
2025
Q4 		$4.82M Buy
50,650
+34,323
+210% +$3.27M 0.01% 730
2025
Q3 		$1.55M Sell
16,327
-28,206
-63% -$2.65M ﹤0.01% 1148
2025
Q2 		$4.18M Sell
44,533
-1,995
-4% -$185K 0.01% 620
2025
Q1 		$4.36M Sell
46,528
-3,668
-7% -$339K 0.01% 583
2024
Q4 		$4.6M Buy
50,196
+3,426
+7% +$319K 0.01% 561
2024
Q3 		$4.48M Sell
46,770
-13,125
-22% -$1.24M 0.01% 525
2024
Q2 		$5.5M Sell
59,895
-9,975
-14% -$909K 0.02% 437
2024
Q1 		$6.46M Buy
69,870
+19,623
+39% +$1.82M 0.02% 397
2023
Q4 		$4.73M Sell
50,247
-5,513
-10% -$494K 0.01% 487
2023
Q3 		$4.95M Sell
55,760
-13,399
-19% -$1.22M 0.02% 441
2023
Q2 		$6.45M Sell
69,159
-16,614
-19% -$1.56M 0.03% 386
2023
Q1 		$8.13M Sell
85,773
-14,892
-15% -$1.41M 0.04% 313
2022
Q4 		$9.34M Buy
100,665
+5,219
+5% +$481K 0.05% 282
2022
Q3 		$8.74M Sell
95,446
-1,406
-1% -$136K 0.05% 251
2022
Q2 		$9.44M Buy
96,852
+38,371
+66% +$3.76M 0.06% 237
2022
Q1 		$5.96M Sell
58,481
-1,402
-2% -$146K 0.04% 339
2021
Q4 		$6.43M Sell
59,883
-22,175
-27% -$2.39M 0.04% 311
2021
Q3 		$8.87M Buy
82,058
+27,619
+51% +$3M 0.06% 249
2021
Q2 		$5.89M Sell
54,439
-7,673
-12% -$832K 0.05% 296
2021
Q1 		$6.73M Buy
+62,112
New +$6.8M 0.06% 250
2020
Q3 		– Sell
-3,309
Closed -$366K – 1268
2020
Q2 		$366K Buy
3,309
+1,427
+76% +$158K 0.01% 786
2020
Q1 		$208K Buy
+1,882
New +$205K ﹤0.01% 925
2019
Q2 		– Sell
-2,185
Closed -$232K – 1178
2019
Q1 		$232K Buy
+2,185
New +$230K 0.01% 932

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares MBS ETF (MBB) stake by 77% in Q1 2026, selling an estimated $3.74M and leaving 11,544 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Mercer Global Advisors first reported a position in MBB in Q1 2019 and has held it in 24 quarters since. The position peaked at $9.44M in Q2 2022. 1,019 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Mercer Global Advisors held 11,544 shares of iShares MBS ETF worth $1.1M as of Q1 2026.
  • Mercer Global Advisors sold 39,106 iShares MBS ETF shares in Q1 2026, an estimated $3.74M.
  • iShares MBS ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1516 holding.
  • Mercer Global Advisors first reported a position in iShares MBS ETF in Q1 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's iShares MBS ETF position peaked at $9.44M in Q2 2022.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

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