Mercer Global Advisors
TLT icon

Mercer Global Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Mercer Global Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.3M Buy
223,136
+42,303
+23% +$3.63M 0.02% 361
2026
Q1 		$15.7M Buy
180,833
+63,753
+54% +$5.6M 0.02% 375
2025
Q4 		$10.1M Sell
117,080
-12,461
-10% -$1.11M 0.02% 490
2025
Q3 		$11.4M Buy
129,541
+96,192
+288% +$8.41M 0.02% 435
2025
Q2 		$2.81M Sell
33,349
-7,791
-19% -$679K 0.01% 757
2025
Q1 		$3.61M Sell
41,140
-133,730
-76% -$11.9M 0.01% 637
2024
Q4 		$15.3M Sell
174,870
-15,506
-8% -$1.43M 0.04% 268
2024
Q3 		$18.7M Buy
190,376
+33,863
+22% +$3.27M 0.04% 216
2024
Q2 		$1.86M Sell
156,513
-1,586
-1% -$145K 0.01% 741
2024
Q1 		$15M Buy
158,099
+121,233
+329% +$11.5M 0.04% 236
2023
Q4 		$3.65M Buy
36,866
+28,525
+342% +$2.58M 0.01% 552
2023
Q3 		$740K Sell
8,341
-25,987
-76% -$2.5M ﹤0.01% 1069
2023
Q2 		$3.53M Sell
34,328
-4,065
-11% -$422K 0.01% 547
2023
Q1 		$4.08M Sell
38,393
-2,209
-5% -$231K 0.02% 476
2022
Q4 		$4.04M Buy
40,602
+18,207
+81% +$1.83M 0.02% 484
2022
Q3 		$2.29M Buy
22,395
+12,057
+117% +$1.36M 0.01% 596
2022
Q2 		$1.19M Sell
10,338
-6,503
-39% -$766K 0.01% 786
2022
Q1 		$2.22M Sell
16,841
-35,574
-68% -$4.91M 0.01% 621
2021
Q4 		$7.77M Sell
52,415
-12,431
-19% -$1.83M 0.05% 279
2021
Q3 		$9.36M Sell
64,846
-14,139
-18% -$2.1M 0.07% 241
2021
Q2 		$11.4M Buy
78,985
+22,536
+40% +$3.14M 0.09% 174
2021
Q1 		$7.65M Buy
56,449
+53,564
+1,857% +$7.76M 0.07% 226
2020
Q4 		$455K Sell
2,885
-578
-17% -$91.8K 0.01% 898
2020
Q3 		$565K Buy
3,463
+535
+18% +$88.7K 0.01% 748
2020
Q2 		$480K Sell
2,928
-156
-5% -$25.7K 0.01% 696
2020
Q1 		$509K Buy
3,084
+114
+4% +$17K 0.01% 660
2019
Q4 		$402K Sell
2,970
-1,696
-36% -$236K 0.01% 804
2019
Q3 		$667K Buy
+4,666
New +$648K 0.02% 601

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 23% in Q2 2026, buying an estimated $3.63M and bringing the position to 223,136 shares worth $19.3M. The position accounts for 0.02% of the portfolio, ranked #361.

Mercer Global Advisors first reported a position in TLT in Q3 2019 and has held it in 28 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • Mercer Global Advisors held 223,136 shares of iShares 20+ Year Treasury Bond ETF worth $19.3M as of Q2 2026.
  • Mercer Global Advisors bought 42,303 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $3.63M.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #361 holding.
  • Mercer Global Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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