HighTower Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

HighTower Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Hold	0	–	–	–	302
2023 Q2	–	Sell	-1,562,374	Closed	-$39.4M	–	259
2023 Q1	$39.4M	Buy	+1,562,374	New	+$39.2M	0.09%	248
2022 Q4	–	Hold	0	–	–	–	297
2022 Q3	–	Sell	-727,485	Closed	-$18.2M	–	343
2022 Q2	$18.2M	Buy	+727,485	New	+$18.3M	0.05%	368
2022 Q1	–	Hold	0	–	–	–	405
2021 Q4	–	Sell	-751,038	Closed	-$19.4M	–	387
2021 Q3	$19.5M	Buy	+751,038	New	+$19.5M	0.05%	345
2021 Q2	–	Hold	0	–	–	–	326
2021 Q1	–	Hold	0	–	–	–	214
2020 Q4	–	Hold	0	–	–	–	154
2020 Q3	–	Hold	0	–	–	–	245
2020 Q2	–	Sell	-441,410	Closed	-$11.4M	–	283
2020 Q1	$11M	Buy	+441,410	New	+$11.2M	0.07%	255
2019 Q4	–	Hold	0	–	–	–	295
2019 Q3	–	Hold	0	–	–	–	322
2019 Q2	–	Hold	0	–	–	–	327
2019 Q1	–	Hold	0	–	–	–	136
2018 Q4	–	Hold	0	–	–	–	201
2018 Q3	–	Hold	0	–	–	–	214
2018 Q2	–	Hold	0	–	–	–	207
2018 Q1	–	Hold	0	–	–	–	200
2017 Q4	–	Hold	0	–	–	–	211
2017 Q3	–	Hold	0	–	–	–	200
2017 Q2	–	Hold	0	–	–	–	217
2017 Q1	–	Hold	0	–	–	–	200
2016 Q4	–	Hold	0	–	–	–	232
2016 Q3	–	Hold	0	–	–	–	236
2016 Q2	–	Hold	0	–	–	–	232

Other funds holding IBDO

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

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

HighTower Advisors's IBDO Position: Q3 2023 in Review

HighTower Advisors held its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) position steady in Q3 2023 at 0 shares worth $33.8M. The position accounts for 0.06% of the portfolio, ranked #302.

HighTower Advisors first reported a position in IBDO in Q1 2020 and has held it in 4 quarters since. The position peaked at $39.4M in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

HighTower Advisors held 0 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $33.8M as of Q3 2023.
HighTower Advisors left its iShares iBonds Dec 2023 Term Corporate ETF share count unchanged in Q3 2023.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.06% of HighTower Advisors's portfolio in Q3 2023, its #302 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2020 and has held it in 4 quarters since.
HighTower Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $39.4M in Q1 2023.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on HighTower Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.