HighTower Advisors
IBDZ

HighTower Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

HighTower Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
385,423
+49,215
+15% +$1.3M 0.01% 885
2025
Q4 		$8.87M Buy
336,208
+79,488
+31% +$2.1M 0.01% 909
2025
Q3 		$6.8M Buy
256,720
+182,545
+246% +$4.78M 0.01% 1017
2025
Q2 		$1.94M Buy
74,175
+21,785
+42% +$557K ﹤0.01% 1584
2025
Q1 		$1.35M Buy
52,390
+14,037
+37% +$359K ﹤0.01% 1759
2024
Q4 		$976K Buy
38,353
+26,565
+225% +$688K ﹤0.01% 1978
2024
Q3 		$314K Buy
+11,788
New +$308K ﹤0.01% 2787

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SF
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SVWA
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Morgan Stanley
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ACA
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SL
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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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return