HighTower Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

HighTower Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold	0	–	–	–	540
2024 Q2	–	Hold	0	–	–	–	530
2024 Q1	–	Hold	0	–	–	–	332
2023 Q4	–	Hold	0	–	–	–	323
2023 Q3	–	Hold	0	–	–	–	304
2023 Q2	–	Sell	-1,229,977	Closed	-$30.2M	–	289
2023 Q1	$30.2M	Buy	+1,229,977	New	+$30.2M	0.07%	293
2022 Q4	–	Hold	0	–	–	–	309
2022 Q3	–	Sell	-761,607	Closed	-$18.8M	–	292
2022 Q2	$18.8M	Buy	+761,607	New	+$18.9M	0.05%	359
2022 Q1	–	Hold	0	–	–	–	314
2021 Q4	–	Sell	-852,160	Closed	-$22.2M	–	312
2021 Q3	$22.4M	Buy	+852,160	New	+$22.4M	0.06%	315
2021 Q2	–	Hold	0	–	–	–	311
2021 Q1	–	Hold	0	–	–	–	313
2020 Q4	–	Hold	0	–	–	–	257
2020 Q3	–	Hold	0	–	–	–	291
2020 Q2	–	Sell	-406,627	Closed	-$10.5M	–	282
2020 Q1	$10.1M	Buy	+406,627	New	+$10.3M	0.07%	275
2019 Q1	–	Hold	0	–	–	–	1081
2018 Q4	–	Hold	0	–	–	–	206
2018 Q3	–	Hold	0	–	–	–	223
2018 Q2	–	Hold	0	–	–	–	217
2018 Q1	–	Hold	0	–	–	–	205
2017 Q4	–	Hold	0	–	–	–	210
2017 Q3	–	Hold	0	–	–	–	201
2017 Q2	–	Hold	0	–	–	–	221
2017 Q1	–	Hold	0	–	–	–	202

Other funds holding IBDP

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

HighTower Advisors's IBDP Position: Q3 2024 in Review

HighTower Advisors held its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) position steady in Q3 2024 at 0 shares worth $18.3M. The position accounts for 0.03% of the portfolio, ranked #540.

HighTower Advisors first reported a position in IBDP in Q1 2020 and has held it in 4 quarters since. The position peaked at $30.2M in Q1 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

HighTower Advisors held 0 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $18.3M as of Q3 2024.
HighTower Advisors left its iShares iBonds Dec 2024 Term Corporate ETF share count unchanged in Q3 2024.
iShares iBonds Dec 2024 Term Corporate ETF made up 0.03% of HighTower Advisors's portfolio in Q3 2024, its #540 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2020 and has held it in 4 quarters since.
HighTower Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $30.2M in Q1 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.