Mercer Global Advisors
IBHH icon

Mercer Global Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Mercer Global Advisors’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Sell
15,066
-4,127
-22% -$97K ﹤0.01% 2630
2026
Q1 		$450K Sell
19,193
-12,646
-40% -$299K ﹤0.01% 2059
2025
Q4 		$754K Buy
31,839
+6,516
+26% +$154K ﹤0.01% 1612
2025
Q3 		$604K Buy
25,323
+13,762
+119% +$326K ﹤0.01% 1651
2025
Q2 		$274K Buy
+11,561
New +$269K ﹤0.01% 1903

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 22% in Q2 2026, selling an estimated $97K and leaving 15,066 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Mercer Global Advisors first reported a position in IBHH in Q2 2025 and has held it in 5 quarters since. The position peaked at $754K in Q4 2025. 105 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Mercer Global Advisors held 15,066 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $354K as of Q2 2026.
  • Mercer Global Advisors sold 4,127 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $97K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2630 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $754K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares iBonds 2028 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.