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
Q2 		$54.7M Buy
2,510,850
+153,492
+7% +$3.35M 0.05% 356
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

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HighTower Advisors's IBDV Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.5% in Q2 2026, buying an estimated $3.35M and bringing the position to 2,510,850 shares worth $54.7M. The position accounts for 0.05% of the portfolio, ranked #356.

HighTower Advisors first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • HighTower Advisors held 2,510,850 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $54.7M as of Q2 2026.
  • HighTower Advisors bought 153,492 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $3.35M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.05% of HighTower Advisors's portfolio in Q2 2026, its #356 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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