Mercer Global Advisors
IBHE

Mercer Global Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Mercer Global Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,753
Closed -$412K – 2902
2025
Q3 		$412K Buy
17,753
+8,758
+97% +$203K ﹤0.01% 1877
2025
Q2 		$209K Buy
8,995
+189
+2% +$4.38K ﹤0.01% 2062
2025
Q1 		$205K Sell
8,806
-500
-5% -$11.6K ﹤0.01% 1968
2024
Q4 		$216K Buy
9,306
+500
+6% +$11.6K ﹤0.01% 1935
2024
Q3 		$204K Sell
8,806
-500
-5% -$11.6K ﹤0.01% 1797
2024
Q2 		$217K Hold
9,306
– – ﹤0.01% 1755
2024
Q1 		$218K Buy
+9,306
New +$216K ﹤0.01% 1733

Other funds holding IBHE

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors's IBHE Position: Q4 2025 in Review

Mercer Global Advisors sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 17,753 shares — an estimated $412K sold.

Mercer Global Advisors first reported a position in IBHE in Q1 2024 and held it in 7 quarters. The position peaked at $412K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Mercer Global Advisors reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 17,753 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $412K.
  • Mercer Global Advisors first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Mercer Global Advisors's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $412K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Mercer Global Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.