HighTower Advisors
IBMS

HighTower Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

HighTower Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.21M Buy
356,707
+83,485
+31% +$2.19M 0.01% 920
2025
Q4 		$7.12M Buy
273,222
+36,854
+16% +$959K 0.01% 1011
2025
Q3 		$6.16M Buy
236,368
+175,958
+291% +$4.55M 0.01% 1051
2025
Q2 		$1.55M Sell
60,410
-8,189
-12% -$207K ﹤0.01% 1715
2025
Q1 		$1.74M Buy
68,599
+38,297
+126% +$977K ﹤0.01% 1602
2024
Q4 		$769K Buy
+30,302
New +$774K ﹤0.01% 2156

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors's IBMS Position: Q1 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 31% in Q1 2026, buying an estimated $2.19M and bringing the position to 356,707 shares worth $9.21M. The position accounts for 0.01% of the portfolio, ranked #920.

HighTower Advisors first reported a position in IBMS in Q4 2024 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • HighTower Advisors held 356,707 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $9.21M as of Q1 2026.
  • HighTower Advisors bought 83,485 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $2.19M.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #920 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.