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
Q2 		$2.43M Buy
91,670
+6,510
+8% +$172K ﹤0.01% 1223
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 $1.85B AUM 20.23% 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 $5B AUM 26.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 7.6% in Q2 2026, buying an estimated $172K and bringing the position to 91,670 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Mercer Global Advisors first reported a position in IBHJ in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Mercer Global Advisors held 91,670 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $2.43M as of Q2 2026.
  • Mercer Global Advisors bought 6,510 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $172K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1223 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 4 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2030 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.