Mercer Global Advisors
IBHI icon

Mercer Global Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Mercer Global Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81M Buy
120,176
+11,715
+11% +$274K ﹤0.01% 1162
2026
Q1 		$2.53M Buy
108,461
+81,763
+306% +$1.92M ﹤0.01% 1080
2025
Q4 		$631K Buy
26,698
+3,326
+14% +$78.6K ﹤0.01% 1719
2025
Q3 		$557K Buy
23,372
+9,087
+64% +$215K ﹤0.01% 1700
2025
Q2 		$338K Buy
+14,285
New +$330K ﹤0.01% 1782

Other funds holding IBHI

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 IBHI Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 11% in Q2 2026, buying an estimated $274K and bringing the position to 120,176 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Mercer Global Advisors first reported a position in IBHI in Q2 2025 and has held it in 5 quarters since. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Mercer Global Advisors held 120,176 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $2.81M as of Q2 2026.
  • Mercer Global Advisors bought 11,715 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $274K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1162 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares iBonds 2029 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.