HighTower Advisors
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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
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 – 3805
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

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