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%	311
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

ACA

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 #311.

HighTower Advisors first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 291 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 #311 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.
291 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.