HighTower Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

HighTower Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Hold	0	–	–	–	2196
2021 Q4	–	Sell	-18,058	Closed	-$485K	–	2182
2021 Q3	$487K	Buy	+18,058	New	+$488K	﹤0.01%	2067
2021 Q2	–	Hold	0	–	–	–	2026
2021 Q1	–	Hold	0	–	–	–	1949
2020 Q4	–	Hold	0	–	–	–	1593
2020 Q3	–	Hold	0	–	–	–	1528
2020 Q2	–	Sell	-19,708	Closed	-$533K	–	1417
2020 Q1	$519K	Buy	+19,708	New	+$525K	﹤0.01%	1319
2019 Q4	–	Hold	0	–	–	–	1426
2019 Q3	–	Hold	0	–	–	–	1487
2019 Q2	–	Hold	0	–	–	–	1497
2019 Q1	–	Hold	0	–	–	–	1421
2018 Q4	–	Hold	0	–	–	–	1323
2018 Q3	–	Hold	0	–	–	–	1341
2018 Q2	–	Hold	0	–	–	–	1316
2018 Q1	–	Hold	0	–	–	–	1219
2017 Q4	–	Hold	0	–	–	–	1190
2017 Q3	–	Hold	0	–	–	–	1146
2017 Q2	–	Hold	0	–	–	–	1106
2017 Q1	–	Hold	0	–	–	–	982
2016 Q4	–	Hold	0	–	–	–	912
2016 Q3	–	Hold	0	–	–	–	858
2016 Q2	–	Hold	0	–	–	–	1067

Other funds holding IBDD

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors's IBDD Position: Q1 2022 in Review

HighTower Advisors held its iShares iBonds Mar 2023 Term Corporate ETF (IBDD) position steady in Q1 2022 at 0 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

HighTower Advisors first reported a position in IBDD in Q1 2020 and has held it in 2 quarters since. The position peaked at $519K in Q1 2020. 19 funds tracked by Wall St. Rank hold IBDD as of Q1 2022.

HighTower Advisors held 0 shares of iShares iBonds Mar 2023 Term Corporate ETF worth $484K as of Q1 2022.
HighTower Advisors left its iShares iBonds Mar 2023 Term Corporate ETF share count unchanged in Q1 2022.
iShares iBonds Mar 2023 Term Corporate ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2022, its #2196 holding.
HighTower Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2020 and has held it in 2 quarters since.
HighTower Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $519K in Q1 2020.
19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.