Mercer Global Advisors
IBHF icon

Mercer Global Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Mercer Global Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-30,230
Closed -$698K – 3281
2025
Q4 		$698K Sell
30,230
-199
-0.7% -$4.62K ﹤0.01% 1658
2025
Q3 		$712K Buy
30,429
+18,423
+153% +$429K ﹤0.01% 1540
2025
Q2 		$279K Buy
+12,006
New +$277K ﹤0.01% 1885

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors's IBHF Position: Q1 2026 in Review

Mercer Global Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2026, closing a stake of 30,230 shares — an estimated $698K sold.

Mercer Global Advisors first reported a position in IBHF in Q2 2025 and held it in 3 quarters. The position peaked at $712K in Q3 2025. 182 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Mercer Global Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 30,230 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $698K.
  • Mercer Global Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and held it in 3 quarters.
  • Mercer Global Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $712K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.