Mercer Global Advisors
IBHJ icon

Mercer Global Advisors’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Mercer Global Advisors’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.23M Buy
85,160
+71,899
+542% +$1.91M ﹤0.01% 1145
2025
Q4 		$353K Sell
13,261
-16,343
-55% -$434K ﹤0.01% 2106
2025
Q3 		$706K Buy
+29,604
New +$786K ﹤0.01% 1543

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 542% in Q1 2026, buying an estimated $1.91M and bringing the position to 85,160 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Mercer Global Advisors first reported a position in IBHJ in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Mercer Global Advisors held 85,160 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $2.23M as of Q1 2026.
  • Mercer Global Advisors bought 71,899 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.91M.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1145 holding.
  • Mercer Global Advisors first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 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.