HighTower Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

HighTower Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-454,460	Closed	-$11.3M	–	3903
2023 Q3	$11.3M	Sell	454,460 -5,334	-1%	-$132K	0.02%	624
2023 Q2	$11.4M	Sell	459,794 -13,093	-3%	-$324K	0.02%	598
2023 Q1	$11.7M	Buy	472,887 +17,289	+4%	+$428K	0.03%	564
2022 Q4	$11.2M	Buy	455,598 +41,314	+10%	+$1.02M	0.03%	573
2022 Q3	$10.3M	Buy	414,284 +121,952	+42%	+$3.03M	0.03%	565
2022 Q2	$7.29M	Sell	292,332 -2,514	-0.9%	-$62.9K	0.02%	673
2022 Q1	$7.4M	Buy	+294,846	New	+$7.46M	0.02%	731

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HighTower Advisors's IBTD Position: Q4 2023 in Review

HighTower Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 454,460 shares — an estimated $11.3M sold.

HighTower Advisors first reported a position in IBTD in Q1 2022 and held it in 7 quarters. The position peaked at $11.7M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

HighTower Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
HighTower Advisors sold 454,460 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $11.3M.
HighTower Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2022 and held it in 7 quarters.
HighTower Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $11.7M in Q1 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.