HighTower Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

HighTower Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	625
2026 Q1	–	Sell	-1,799,646	Closed	-$43.7M	–	392
2025 Q4	$43.7M	Buy	1,799,646 +226,438	+14%	+$5.5M	0.05%	388
2025 Q3	$38.3M	Buy	1,573,208 +137,811	+10%	+$3.34M	0.04%	407
2025 Q2	$34.8M	Buy	1,435,397 +34,769	+2%	+$839K	0.04%	417
2025 Q1	$33.9M	Buy	+1,400,628	New	+$33.7M	0.05%	393
2024 Q4	–	Hold	0	–	–	–	382
2024 Q3	–	Hold	0	–	–	–	406
2024 Q2	–	Hold	0	–	–	–	404
2024 Q1	–	Hold	0	–	–	–	421
2023 Q4	–	Hold	0	–	–	–	434
2023 Q3	–	Hold	0	–	–	–	513
2023 Q2	–	Sell	-544,661	Closed	-$12.9M	–	525
2023 Q1	$13M	Buy	+544,661	New	+$12.9M	0.03%	536
2022 Q4	–	Hold	0	–	–	–	540
2022 Q3	–	Sell	-286,229	Closed	-$6.84M	–	503
2022 Q2	$6.83M	Buy	+286,229	New	+$6.92M	0.02%	697
2022 Q1	–	Hold	0	–	–	–	550
2021 Q4	–	Sell	-452,726	Closed	-$12.1M	–	527
2021 Q3	$12.2M	Buy	+452,726	New	+$12.3M	0.03%	464
2021 Q2	–	Hold	0	–	–	–	523

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors's IBDS Position: Q2 2026 in Review

HighTower Advisors held its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) position steady in Q2 2026 at 0 shares worth $21.5M. The position accounts for 0.02% of the portfolio, ranked #625.

HighTower Advisors first reported a position in IBDS in Q3 2021 and has held it in 7 quarters since. The position peaked at $43.7M in Q4 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

HighTower Advisors held 0 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $21.5M as of Q2 2026.
HighTower Advisors left its iShares iBonds Dec 2027 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #625 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2021 and has held it in 7 quarters since.
HighTower Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $43.7M in Q4 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.