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 Q2	$13.1M	Buy	504,014 +118,591	+31%	+$3.09M	0.01%	814
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

Other funds holding IBDZ

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

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

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

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

HighTower Advisors's IBDZ Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 31% in Q2 2026, buying an estimated $3.09M and bringing the position to 504,014 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #814.

HighTower Advisors first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

HighTower Advisors held 504,014 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $13.1M as of Q2 2026.
HighTower Advisors bought 118,591 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $3.09M.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #814 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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