Mercer Global Advisors
STIP icon

Mercer Global Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mercer Global Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.9M Buy
860,000
+430,616
+100% +$44.4M 0.11% 114
2026
Q1 		$44.4M Buy
429,384
+356,273
+487% +$36.7M 0.07% 175
2025
Q4 		$7.49M Buy
73,111
+22,123
+43% +$2.28M 0.01% 579
2025
Q3 		$5.27M Sell
50,988
-3,807
-7% -$393K 0.01% 651
2025
Q2 		$5.64M Sell
54,795
-15,982
-23% -$1.64M 0.01% 534
2025
Q1 		$7.32M Buy
70,777
+7,186
+11% +$732K 0.02% 448
2024
Q4 		$6.4M Sell
63,591
-26,979
-30% -$2.72M 0.02% 478
2024
Q3 		$9.18M Sell
90,570
-5,006
-5% -$501K 0.02% 342
2024
Q2 		$9.51M Sell
95,576
-10,586
-10% -$1.05M 0.03% 313
2024
Q1 		$10.6M Buy
106,162
+6,308
+6% +$623K 0.03% 307
2023
Q4 		$9.85M Sell
99,854
-40,310
-29% -$3.93M 0.03% 313
2023
Q3 		$13.6M Buy
140,164
+13,100
+10% +$1.27M 0.05% 217
2023
Q2 		$12.4M Sell
127,064
-9,700
-7% -$954K 0.05% 247
2023
Q1 		$13.6M Sell
136,764
-12,920
-9% -$1.26M 0.06% 220
2022
Q4 		$14.5M Sell
149,684
-10,427
-7% -$1.01M 0.07% 203
2022
Q3 		$15.4M Sell
160,111
-2,402
-1% -$241K 0.09% 170
2022
Q2 		$16.5M Sell
162,513
-36,389
-18% -$3.76M 0.1% 162
2022
Q1 		$20.9M Buy
198,902
+10,462
+6% +$1.1M 0.12% 129
2021
Q4 		$20M Buy
188,440
+42,166
+29% +$4.47M 0.12% 134
2021
Q3 		$15.5M Buy
146,274
+12,958
+10% +$1.37M 0.11% 159
2021
Q2 		$14.2M Buy
133,316
+3,943
+3% +$419K 0.11% 146
2021
Q1 		$13.7M Buy
+129,373
New +$13.6M 0.12% 133

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 100% in Q2 2026, buying an estimated $44.4M and bringing the position to 860,000 shares worth $87.9M. The position accounts for 0.11% of the portfolio, ranked #114.

Mercer Global Advisors first reported a position in STIP in Q1 2021 and has held it in 22 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mercer Global Advisors held 860,000 shares of iShares 0-5 Year TIPS Bond ETF worth $87.9M as of Q2 2026.
  • Mercer Global Advisors bought 430,616 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $44.4M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Mercer Global Advisors's portfolio in Q2 2026, its #114 holding.
  • Mercer Global Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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