Mercer Global Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Mercer Global Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$420K	Sell	19,035 -4,520	-19%	-$99.8K	﹤0.01%	2464
2026 Q1	$521K	Sell	23,555 -20,513	-47%	-$456K	﹤0.01%	1955
2025 Q4	$984K	Buy	44,068 +381	+0.9%	+$8.52K	﹤0.01%	1463
2025 Q3	$983K	Buy	43,687 +33,025	+310%	+$742K	﹤0.01%	1392
2025 Q2	$240K	Buy	+10,662	New	+$237K	﹤0.01%	1982

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 19% in Q2 2026, selling an estimated $99.8K and leaving 19,035 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Mercer Global Advisors first reported a position in IBHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $984K in Q4 2025. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Mercer Global Advisors held 19,035 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $420K as of Q2 2026.
Mercer Global Advisors sold 4,520 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $99.8K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2464 holding.
Mercer Global Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
Mercer Global Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $984K in Q4 2025.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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