HighTower Advisors’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

HighTower Advisors’s Portfolio IBCE Stock Details IBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,318	Closed	-$205K	–	2759
2021 Q3	$206K	Buy	+8,318	New	+$206K	﹤0.01%	2692
2021 Q2	–	Hold	0	–	–	–	2646
2021 Q1	–	Hold	0	–	–	–	2591
2020 Q4	–	Hold	0	–	–	–	2201
2020 Q3	–	Hold	0	–	–	–	2094
2020 Q2	–	Hold	0	–	–	–	1996

Other funds holding IBCE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

APC

Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return

HighTower Advisors's IBCE Position: Q4 2021 in Review

HighTower Advisors sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q4 2021, closing a stake of 8,318 shares — an estimated $205K sold.

HighTower Advisors first reported a position in IBCE in Q3 2021 and held it in 1 quarter. The position peaked at $206K in Q3 2021. 19 funds tracked by Wall St. Rank hold IBCE as of Q4 2021.

HighTower Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q4 2021 after selling out during the quarter.
HighTower Advisors sold 8,318 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q4 2021, an estimated $205K.
HighTower Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q3 2021 and held it in 1 quarter.
HighTower Advisors's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $206K in Q3 2021.
19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q4 2021.

Based on HighTower Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.