HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

HighTower Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.84M Buy
342,428
+3,962
+1% +$90.6K 0.01% 1033
2026
Q1 		$7.76M Sell
338,466
-2,844
-0.8% -$65.1K 0.01% 993
2025
Q4 		$7.81M Sell
341,310
-27,899
-8% -$639K 0.01% 970
2025
Q3 		$8.47M Sell
369,209
-3,631
-1% -$83.1K 0.01% 917
2025
Q2 		$8.55M Sell
372,840
-1,403
-0.4% -$32.1K 0.01% 865
2025
Q1 		$8.59M Sell
374,243
-3,696
-1% -$84.4K 0.01% 829
2024
Q4 		$8.62M Buy
377,939
+293,553
+348% +$6.7M 0.01% 806
2024
Q3 		$1.95M Buy
84,386
+39,135
+86% +$896K ﹤0.01% 1536
2024
Q2 		$1.02M Buy
45,251
+4,554
+11% +$103K ﹤0.01% 1847
2024
Q1 		$922K Sell
40,697
-20,747
-34% -$472K ﹤0.01% 1854
2023
Q4 		$1.4M Sell
61,444
-32,452
-35% -$732K ﹤0.01% 1657
2023
Q3 		$2.1M Sell
93,896
-15,861
-14% -$358K ﹤0.01% 1347
2023
Q2 		$2.48M Sell
109,757
-5,875
-5% -$135K ﹤0.01% 1228
2023
Q1 		$2.67M Buy
115,632
+5,752
+5% +$132K 0.01% 1133
2022
Q4 		$2.5M Buy
109,880
+1,920
+2% +$43.6K 0.01% 1166
2022
Q3 		$2.44M Buy
107,960
+48,651
+82% +$1.14M 0.01% 1119
2022
Q2 		$1.4M Buy
+59,309
New +$1.4M ﹤0.01% 1457

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

HighTower Advisors's IBTG Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 1.2% in Q2 2026, buying an estimated $90.6K and bringing the position to 342,428 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #1033.

HighTower Advisors first reported a position in IBTG in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.62M in Q4 2024. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • HighTower Advisors held 342,428 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $7.84M as of Q2 2026.
  • HighTower Advisors bought 3,962 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $90.6K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1033 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and has held it in 17 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $8.62M in Q4 2024.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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