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 Q2	$413K	Sell	18,688 -378,726	-95%	-$8.36M	﹤0.01%	2921
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

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors's IBHG Position: Q2 2026 in Review

HighTower Advisors reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 95% in Q2 2026, selling an estimated $8.36M and leaving 18,688 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

HighTower Advisors first reported a position in IBHG in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q1 2025. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

HighTower Advisors held 18,688 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $413K as of Q2 2026.
HighTower Advisors sold 378,726 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $8.36M.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2921 holding.
HighTower Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
HighTower Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $10.9M in Q1 2025.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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