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
Q2 		$22.6M Buy
+964,286
New +$22.6M 0.02% 607

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NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

HighTower Advisors's IBHI Position: Q2 2026 in Review

HighTower Advisors opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 964,286 shares worth $22.6M. The stake represents 0.02% of the portfolio and ranks #607 among its holdings.

86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • HighTower Advisors held 964,286 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $22.6M as of Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new HighTower Advisors position in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #607 holding.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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