HighTower Advisors
IBDK

HighTower Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

HighTower Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Hold
0
– – – 338
2019
Q2 		– Hold
0
– – – 330
2019
Q1 		– Hold
0
– – – 302
2018
Q4 		– Hold
0
– – – 274
2018
Q3 		– Hold
0
– – – 298
2018
Q2 		– Hold
0
– – – 283
2018
Q1 		– Hold
0
– – – 282
2017
Q4 		– Hold
0
– – – 330
2017
Q3 		– Hold
0
– – – 372
2017
Q2 		– Hold
0
– – – 396
2016
Q4 		– Hold
0
– – – 200
2016
Q3 		– Hold
0
– – – 198
2016
Q2 		– Hold
0
– – – 191

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return