Mercer Global Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $979M | Buy |
9,196,615
+707,341
| +8% | +$75.7M | 1.45% | 17 |
|
|
2025
Q4 | $906M | Buy |
8,489,274
+723,145
| +9% | +$77.1M | 1.38% | 18 |
|
|
2025
Q3 | $829M | Buy |
7,766,129
+867,508
| +13% | +$92.6M | 1.38% | 17 |
|
|
2025
Q2 | $734M | Buy |
6,898,621
+327,197
| +5% | +$34.6M | 1.49% | 17 |
|
|
2025
Q1 | $694M | Buy |
6,571,424
+320,360
| +5% | +$33.9M | 1.59% | 15 |
|
|
2024
Q4 | $659M | Sell |
6,251,064
-61,316
| -1% | -$6.48M | 1.61% | 14 |
|
|
2024
Q3 | $670M | Buy |
6,312,380
+271,688
| +4% | +$28.7M | 1.57% | 17 |
|
|
2024
Q2 | $632M | Buy |
6,040,692
+694,814
| +13% | +$72.6M | 1.72% | 14 |
|
|
2024
Q1 | $560M | Buy |
5,345,878
+390,954
| +8% | +$41M | 1.59% | 14 |
|
|
2023
Q4 | $522M | Buy |
4,954,924
+65,210
| +1% | +$6.78M | 1.57% | 14 |
|
|
2023
Q3 | $503M | Buy |
4,889,714
+293,534
| +6% | +$30.4M | 1.91% | 11 |
|
|
2023
Q2 | $478M | Buy |
4,596,180
+542,561
| +13% | +$56.5M | 1.9% | 9 |
|
|
2023
Q1 | $420M | Buy |
4,053,619
+513,908
| +15% | +$53.6M | 1.91% | 10 |
|
|
2022
Q4 | $369M | Buy |
3,539,711
+1,143,218
| +48% | +$118M | 1.85% | 9 |
|
|
2022
Q3 | $246M | Buy |
2,396,493
+445,639
| +23% | +$46.5M | 1.46% | 12 |
|
|
2022
Q2 | $204M | Buy |
1,950,854
+420,964
| +28% | +$43.8M | 1.25% | 18 |
|
|
2022
Q1 | $160M | Buy |
1,529,890
+329,787
| +27% | +$34.9M | 0.94% | 24 |
|
|
2021
Q4 | $129M | Buy |
1,200,103
+417,055
| +53% | +$44.8M | 0.8% | 24 |
|
|
2021
Q3 | $84.2M | Buy |
783,048
+146,755
| +23% | +$15.8M | 0.59% | 33 |
|
|
2021
Q2 | $68.6M | Buy |
636,293
+190,671
| +43% | +$20.6M | 0.53% | 40 |
|
|
2021
Q1 | $48M | Buy |
445,622
+143,396
| +47% | +$15.5M | 0.44% | 44 |
|
|
2020
Q4 | $32.7M | Buy |
302,226
+118,576
| +65% | +$12.8M | 0.41% | 41 |
|
|
2020
Q3 | $19.9M | Buy |
183,650
+168,299
| +1,096% | +$18.2M | 0.3% | 59 |
|
|
2020
Q2 | $1.66M | Sell |
15,351
-65,090
| -81% | -$6.97M | 0.03% | 362 |
|
|
2020
Q1 | $8.55M | Buy |
+80,441
| New | +$8.55M | 0.19% | 101 |
|