HighTower Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

HighTower Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,396,686	Closed	-$33.8M	–	475
2025 Q4	$33.8M	Buy	1,396,686 +144,467	+12%	+$3.5M	0.04%	454
2025 Q3	$30.4M	Buy	1,252,219 +171,267	+16%	+$4.15M	0.03%	473
2025 Q2	$26.2M	Buy	1,080,952 +10,220	+1%	+$247K	0.03%	486
2025 Q1	$25.9M	Buy	+1,070,732	New	+$25.8M	0.04%	465
2024 Q4	–	Hold	0	–	–	–	446
2024 Q3	–	Hold	0	–	–	–	454
2024 Q2	–	Hold	0	–	–	–	455
2024 Q1	–	Hold	0	–	–	–	435
2023 Q4	–	Hold	0	–	–	–	443
2023 Q3	–	Hold	0	–	–	–	461
2023 Q2	–	Sell	-1,018,348	Closed	-$24.1M	–	291
2023 Q1	$24.2M	Buy	+1,018,348	New	+$24M	0.05%	351
2022 Q4	–	Hold	0	–	–	–	384
2022 Q3	–	Sell	-313,046	Closed	-$7.46M	–	488
2022 Q2	$7.45M	Buy	+313,046	New	+$7.53M	0.02%	665
2022 Q1	–	Hold	0	–	–	–	492
2021 Q4	–	Sell	-488,694	Closed	-$12.8M	–	466
2021 Q3	$12.9M	Buy	+488,694	New	+$13M	0.03%	445
2021 Q2	–	Hold	0	–	–	–	452
2021 Q1	–	Hold	0	–	–	–	537

Other funds holding IBDR

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HighTower Advisors's IBDR Position: Q1 2026 in Review

HighTower Advisors sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026, closing a stake of 1,396,686 shares — an estimated $33.8M sold.

HighTower Advisors first reported a position in IBDR in Q3 2021 and held it in 7 quarters. The position peaked at $33.8M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

HighTower Advisors reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
HighTower Advisors sold 1,396,686 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $33.8M.
HighTower Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2021 and held it in 7 quarters.
HighTower Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $33.8M in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.