HighTower Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

HighTower Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,175,259	Closed	-$29.4M	–	260
2022 Q2	$29.4M	Buy	+1,175,259	New	+$29.4M	0.08%	268
2022 Q1	–	Hold	0	–	–	–	297
2021 Q4	–	Sell	-1,172,806	Closed	-$29.6M	–	307
2021 Q3	$29.7M	Buy	+1,172,806	New	+$29.7M	0.08%	259
2021 Q2	–	Hold	0	–	–	–	238
2021 Q1	–	Hold	0	–	–	–	221
2020 Q4	–	Hold	0	–	–	–	109
2020 Q3	–	Hold	0	–	–	–	290
2020 Q2	–	Sell	-435,790	Closed	-$11.1M	–	278
2020 Q1	$10.8M	Buy	+435,790	New	+$10.9M	0.07%	260
2019 Q4	–	Hold	0	–	–	–	299
2019 Q3	–	Hold	0	–	–	–	333
2019 Q2	–	Hold	0	–	–	–	326
2019 Q1	–	Hold	0	–	–	–	303
2018 Q4	–	Hold	0	–	–	–	283
2018 Q3	–	Hold	0	–	–	–	312
2018 Q2	–	Hold	0	–	–	–	295
2018 Q1	–	Hold	0	–	–	–	288
2017 Q4	–	Hold	0	–	–	–	318
2017 Q3	–	Hold	0	–	–	–	353
2017 Q2	–	Hold	0	–	–	–	390

Other funds holding IBDN

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

HighTower Advisors's IBDN Position: Q3 2022 in Review

HighTower Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2022, closing a stake of 1,175,259 shares — an estimated $29.4M sold.

HighTower Advisors first reported a position in IBDN in Q1 2020 and held it in 3 quarters. The position peaked at $29.7M in Q3 2021. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

HighTower Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
HighTower Advisors sold 1,175,259 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2022, an estimated $29.4M.
HighTower Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2020 and held it in 3 quarters.
HighTower Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $29.7M in Q3 2021.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on HighTower Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.