HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

HighTower Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.6M Buy
3,053,931
+1,280,302
+72% +$26.7M 0.06% 310
2026
Q1 		$37.1M Buy
1,773,629
+562,399
+46% +$11.9M 0.04% 436
2025
Q4 		$25.6M Buy
1,211,230
+340,976
+39% +$7.23M 0.03% 528
2025
Q3 		$18.5M Buy
870,254
+28,995
+3% +$611K 0.02% 619
2025
Q2 		$17.7M Buy
841,259
+183,797
+28% +$3.8M 0.02% 592
2025
Q1 		$13.6M Buy
657,462
+93,215
+17% +$1.91M 0.02% 649
2024
Q4 		$11.5M Buy
564,247
+50,467
+10% +$1.04M 0.02% 697
2024
Q3 		$10.9M Buy
513,780
+270,453
+111% +$5.64M 0.02% 722
2024
Q2 		$4.93M Buy
243,327
+4,821
+2% +$97.3K 0.01% 1012
2024
Q1 		$4.88M Buy
238,506
+62,189
+35% +$1.27M 0.01% 977
2023
Q4 		$3.66M Buy
+176,317
New +$3.47M 0.01% 1126

Other funds holding IBDW

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors's IBDW Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 72% in Q2 2026, buying an estimated $26.7M and bringing the position to 3,053,931 shares worth $63.6M. The position accounts for 0.06% of the portfolio, ranked #310.

HighTower Advisors first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • HighTower Advisors held 3,053,931 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $63.6M as of Q2 2026.
  • HighTower Advisors bought 1,280,302 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $26.7M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of HighTower Advisors's portfolio in Q2 2026, its #310 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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