HighTower Advisors
IBHG icon

HighTower Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

HighTower Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.79M Buy
397,414
+12,674
+3% +$282K 0.01% 943
2025
Q4 		$8.59M Buy
384,740
+15,958
+4% +$357K 0.01% 927
2025
Q3 		$8.29M Buy
368,782
+9,239
+3% +$207K 0.01% 925
2025
Q2 		$8.1M Sell
359,543
-127,077
-26% -$2.83M 0.01% 891
2025
Q1 		$10.9M Buy
486,620
+139,488
+40% +$3.12M 0.01% 730
2024
Q4 		$7.72M Buy
347,132
+13,532
+4% +$303K 0.01% 866
2024
Q3 		$7.55M Buy
333,600
+1,992
+0.6% +$44.4K 0.01% 863
2024
Q2 		$7.3M Buy
+331,608
New +$7.29M 0.01% 838

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TF
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FDCDDQ
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CFS
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UBS Group
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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return