HighTower Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

HighTower Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46M	Buy	1,821,559 +47,001	+3%	+$1.19M	0.04%	395
2026 Q1	$44.9M	Sell	1,774,558 -36,377	-2%	-$925K	0.05%	382
2025 Q4	$46.1M	Buy	1,810,935 +186,654	+11%	+$4.75M	0.05%	376
2025 Q3	$41.5M	Buy	1,624,281 +212,363	+15%	+$5.4M	0.05%	389
2025 Q2	$35.9M	Buy	1,411,918 +48,723	+4%	+$1.23M	0.05%	405
2025 Q1	$34.4M	Buy	1,363,195 +53,603	+4%	+$1.34M	0.05%	389
2024 Q4	$32.6M	Buy	1,309,592 +73,812	+6%	+$1.85M	0.04%	381
2024 Q3	$31.5M	Buy	1,235,780 +240,971	+24%	+$6.08M	0.05%	395
2024 Q2	$24.6M	Buy	994,809 +82,083	+9%	+$2.02M	0.04%	439
2024 Q1	$22.7M	Buy	912,726 +59,053	+7%	+$1.47M	0.04%	436
2023 Q4	$21.4M	Buy	853,673 +182,729	+27%	+$4.44M	0.04%	458
2023 Q3	$16.1M	Buy	670,944 +651,470	+3,345%	+$15.9M	0.03%	519
2023 Q2	$478K	Buy	+19,474	New	+$482K	﹤0.01%	2234

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

HighTower Advisors's IBDT Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.6% in Q2 2026, buying an estimated $1.19M and bringing the position to 1,821,559 shares worth $46M. The position accounts for 0.04% of the portfolio, ranked #395.

HighTower Advisors first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $46.1M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

HighTower Advisors held 1,821,559 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $46M as of Q2 2026.
HighTower Advisors bought 47,001 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.19M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #395 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
HighTower Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $46.1M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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