HighTower Advisors’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

HighTower Advisors’s Portfolio IBHC Stock Details IBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,772	Closed	-$299K	–	3570
2022 Q3	$299K	Buy	+12,772	New	+$300K	﹤0.01%	2339
2021 Q4	–	Sell	-234,058	Closed	-$5.77M	–	3535
2021 Q3	$5.77M	Buy	234,058 +10,263	+5%	+$253K	0.02%	758
2021 Q2	$5.54M	Buy	223,795 +11,633	+5%	+$287K	0.02%	756
2021 Q1	$5.23M	Buy	+212,162	New	+$5.19M	0.02%	719

Other funds holding IBHC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors's IBHC Position: Q4 2022 in Review

HighTower Advisors sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2022, closing a stake of 12,772 shares — an estimated $299K sold.

HighTower Advisors first reported a position in IBHC in Q1 2021 and held it in 4 quarters. The position peaked at $5.77M in Q3 2021. 62 funds tracked by Wall St. Rank hold IBHC as of Q4 2022.

HighTower Advisors reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2022 after selling out during the quarter.
HighTower Advisors sold 12,772 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2022, an estimated $299K.
HighTower Advisors first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2021 and held it in 4 quarters.
HighTower Advisors's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $5.77M in Q3 2021.
62 funds tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.