HighTower Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

HighTower Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Hold	0	–	–	–	737
2020 Q2	–	Sell	-45,678	Closed	-$1.15M	–	1113
2020 Q1	$1.16M	Buy	+45,678	New	+$1.15M	0.01%	945
2019 Q4	–	Hold	0	–	–	–	301
2019 Q3	–	Hold	0	–	–	–	319
2019 Q2	–	Hold	0	–	–	–	314
2019 Q1	–	Hold	0	–	–	–	288
2018 Q4	–	Hold	0	–	–	–	262
2018 Q3	–	Hold	0	–	–	–	291
2018 Q2	–	Hold	0	–	–	–	276
2018 Q1	–	Hold	0	–	–	–	295
2017 Q4	–	Hold	0	–	–	–	331
2017 Q3	–	Hold	0	–	–	–	373
2017 Q2	–	Hold	0	–	–	–	397

Other funds holding IBDL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

HighTower Advisors's IBDL Position: Q3 2020 in Review

HighTower Advisors held its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) position steady in Q3 2020 at 0 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #737.

HighTower Advisors first reported a position in IBDL in Q1 2020 and has held it in 1 quarter since. The position peaked at $1.16M in Q1 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

HighTower Advisors held 0 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $2.94M as of Q3 2020.
HighTower Advisors left its iShares iBonds Dec 2020 Term Corporate ETF share count unchanged in Q3 2020.
iShares iBonds Dec 2020 Term Corporate ETF made up 0.01% of HighTower Advisors's portfolio in Q3 2020, its #737 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2020 and has held it in 1 quarter since.
HighTower Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.16M in Q1 2020.
160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on HighTower Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.