Mercer Global Advisors
SUB icon

Mercer Global Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mercer Global Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11B Buy
10,432,746
+1,236,131
+13% +$132M 1.37% 18
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

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $132M and bringing the position to 10,432,746 shares worth $1.11B. The position accounts for 1.37% of the portfolio, ranked #18.

Mercer Global Advisors first reported a position in SUB in Q1 2020 and has held it in 26 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Mercer Global Advisors held 10,432,746 shares of iShares Short-Term National Muni Bond ETF worth $1.11B as of Q2 2026.
  • Mercer Global Advisors bought 1,236,131 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $132M.
  • iShares Short-Term National Muni Bond ETF made up 1.37% of Mercer Global Advisors's portfolio in Q2 2026, its #18 holding.
  • Mercer Global Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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