HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

HighTower Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.6M Buy
2,357,358
+64,433
+3% +$1.42M 0.05% 344
2025
Q4 		$50.6M Buy
2,292,925
+146,128
+7% +$3.23M 0.06% 349
2025
Q3 		$47.6M Buy
2,146,797
+165,038
+8% +$3.63M 0.05% 356
2025
Q2 		$43.6M Buy
1,981,759
+56,528
+3% +$1.22M 0.05% 352
2025
Q1 		$41.8M Buy
1,925,231
+69,598
+4% +$1.5M 0.06% 335
2024
Q4 		$39.6M Buy
1,855,633
+429,032
+30% +$9.28M 0.05% 343
2024
Q3 		$31.6M Buy
1,426,601
+272,647
+24% +$5.95M 0.05% 393
2024
Q2 		$24.5M Buy
1,153,954
+900,046
+354% +$19M 0.04% 440
2024
Q1 		$5.43M Buy
253,908
+103,919
+69% +$2.22M 0.01% 926
2023
Q4 		$3.24M Buy
149,989
+125,545
+514% +$2.6M 0.01% 1179
2023
Q3 		$495K Buy
+24,444
New +$509K ﹤0.01% 2239

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HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return