HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

HighTower Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1M Buy
623,050
+83,877
+16% +$2.19M 0.02% 690
2025
Q4 		$14.1M Buy
539,173
+226,727
+73% +$5.94M 0.02% 737
2025
Q3 		$8.2M Buy
312,446
+191,862
+159% +$4.98M 0.01% 933
2025
Q2 		$3.12M Buy
120,584
+20,468
+20% +$519K ﹤0.01% 1327
2025
Q1 		$2.56M Buy
100,116
+7,701
+8% +$195K ﹤0.01% 1392
2024
Q4 		$2.32M Buy
92,415
+21,102
+30% +$540K ﹤0.01% 1433
2024
Q3 		$1.89M Buy
71,313
+12,866
+22% +$333K ﹤0.01% 1552
2024
Q2 		$1.48M Buy
+58,447
New +$1.46M ﹤0.01% 1620
2024
Q1 		– Sell
-53,195
Closed -$1.38M – 3805
2023
Q4 		$1.38M Buy
53,195
+43,343
+440% +$1.06M ﹤0.01% 1670
2023
Q3 		$236K Buy
+9,852
New +$243K ﹤0.01% 2783

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors's IBDY Position: Q1 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 16% in Q1 2026, buying an estimated $2.19M and bringing the position to 623,050 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #690.

HighTower Advisors first reported a position in IBDY in Q3 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • HighTower Advisors held 623,050 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $16.1M as of Q1 2026.
  • HighTower Advisors bought 83,877 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $2.19M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #690 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 10 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.