HighTower Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

HighTower Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.8M	Buy	1,978,091 +113,506	+6%	+$2.63M	0.04%	399
2026 Q1	$43.4M	Buy	1,864,585 +93,272	+5%	+$2.18M	0.05%	395
2025 Q4	$41.5M	Buy	1,771,313 +142,526	+9%	+$3.34M	0.05%	402
2025 Q3	$38.2M	Buy	1,628,787 +132,003	+9%	+$3.08M	0.04%	408
2025 Q2	$34.9M	Buy	1,496,784 +44,333	+3%	+$1.02M	0.04%	415
2025 Q1	$33.6M	Buy	1,452,451 +57,031	+4%	+$1.31M	0.05%	395
2024 Q4	$31.8M	Buy	1,395,420 +126,181	+10%	+$2.91M	0.04%	389
2024 Q3	$29.8M	Buy	1,269,239 +29,964	+2%	+$695K	0.04%	410
2024 Q2	$28.1M	Buy	+1,239,275	New	+$28M	0.04%	410
2024 Q1	–	Sell	-1,004,852	Closed	-$23.2M	–	3804
2023 Q4	$23.2M	Buy	1,004,852 +906,506	+922%	+$20.1M	0.04%	429
2023 Q3	$2.16M	Buy	+98,346	New	+$2.19M	﹤0.01%	1333

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

HighTower Advisors's IBDU Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 6.1% in Q2 2026, buying an estimated $2.63M and bringing the position to 1,978,091 shares worth $45.8M. The position accounts for 0.04% of the portfolio, ranked #399.

HighTower Advisors first reported a position in IBDU in Q3 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

HighTower Advisors held 1,978,091 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $45.8M as of Q2 2026.
HighTower Advisors bought 113,506 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.63M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #399 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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