HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

HighTower Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Sell
760,012
-45,541
-6% -$1.16M 0.02% 653
2026
Q1 		$20.6M Buy
805,553
+38,645
+5% +$991K 0.02% 607
2025
Q4 		$19.6M Buy
766,908
+103,559
+16% +$2.64M 0.02% 620
2025
Q3 		$17M Buy
663,349
+9,773
+1% +$250K 0.02% 653
2025
Q2 		$16.6M Sell
653,576
-47,069
-7% -$1.19M 0.02% 611
2025
Q1 		$17.7M Buy
700,645
+37,420
+6% +$945K 0.02% 573
2024
Q4 		$16.7M Sell
663,225
-5,507
-0.8% -$140K 0.02% 579
2024
Q3 		$17.1M Buy
668,732
+264,678
+66% +$6.71M 0.02% 564
2024
Q2 		$10.1M Buy
404,054
+40,733
+11% +$1.02M 0.02% 718
2024
Q1 		$9.18M Buy
363,321
+3,069
+0.9% +$78K 0.01% 727
2023
Q4 		$9.22M Sell
360,252
-75,142
-17% -$1.87M 0.02% 733
2023
Q3 		$10.6M Buy
435,394
+208,323
+92% +$5.2M 0.02% 643
2023
Q2 		$5.71M Buy
227,071
+10,454
+5% +$264K 0.01% 847
2023
Q1 		$5.54M Sell
216,617
-6,548
-3% -$166K 0.01% 807
2022
Q4 		$5.6M Sell
223,165
-18,508
-8% -$457K 0.01% 806
2022
Q3 		$5.84M Sell
241,673
-11,295
-4% -$284K 0.02% 733
2022
Q2 		$6.33M Buy
252,968
+400
+0.2% +$9.97K 0.02% 717
2022
Q1 		$6.43M Hold
252,568
– – 0.01% 774
2021
Q4 		$6.88M Buy
252,568
+151,870
+151% +$4.13M 0.02% 752
2021
Q3 		$2.74M Buy
100,698
+51,693
+105% +$1.42M 0.01% 1096
2021
Q2 		$1.34M Buy
49,005
+12,102
+33% +$331K ﹤0.01% 1471
2021
Q1 		$1M Buy
36,903
+24,187
+190% +$663K ﹤0.01% 1561
2020
Q4 		$351K Buy
+12,716
New +$348K ﹤0.01% 1830

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

HighTower Advisors's IBMQ Position: Q2 2026 in Review

HighTower Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 5.7% in Q2 2026, selling an estimated $1.16M and leaving 760,012 shares worth $19.4M. The position accounts for 0.02% of the portfolio, ranked #653.

HighTower Advisors first reported a position in IBMQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.6M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • HighTower Advisors held 760,012 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $19.4M as of Q2 2026.
  • HighTower Advisors sold 45,541 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $1.16M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #653 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $20.6M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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