HighTower Advisors
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HighTower Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

HighTower Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.5M Buy
1,028,420
+64,134
+7% +$1.49M 0.02% 597
2026
Q2 		$22.6M Buy
+964,286
New +$22.6M 0.02% 608

Other funds holding IBHI

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Littlejohn Financial Services
Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

HighTower Advisors's IBHI Position: Q3 2026 in Review

HighTower Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 6.7% in Q3 2026, buying an estimated $1.49M and bringing the position to 1,028,420 shares worth $23.5M. The position accounts for 0.02% of the portfolio, ranked #597.

HighTower Advisors first reported a position in IBHI in Q2 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • HighTower Advisors held 1,028,420 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $23.5M as of Q3 2026.
  • HighTower Advisors bought 64,134 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $1.49M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of HighTower Advisors's portfolio in Q3 2026, its #597 holding.
  • HighTower Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.