HighTower Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

HighTower Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72M	Buy	166,071 +30,300	+22%	+$678K	﹤0.01%	1402
2026 Q1	$3.05M	Buy	135,771 +2,624	+2%	+$59K	﹤0.01%	1469
2025 Q4	$2.99M	Buy	133,147 +31,214	+31%	+$702K	﹤0.01%	1458
2025 Q3	$2.3M	Buy	101,933 +13,663	+15%	+$307K	﹤0.01%	1557
2025 Q2	$1.99M	Buy	88,270 +4,713	+6%	+$106K	﹤0.01%	1570
2025 Q1	$1.87M	Sell	83,557 -2,538	-3%	-$56.5K	﹤0.01%	1559
2024 Q4	$1.91M	Buy	86,095 +24,646	+40%	+$549K	﹤0.01%	1541
2024 Q3	$1.39M	Buy	61,449 +33,890	+123%	+$760K	﹤0.01%	1728
2024 Q2	$608K	Buy	27,559 +8,960	+48%	+$197K	﹤0.01%	2182
2024 Q1	$412K	Sell	18,599 -3,708	-17%	-$82.4K	﹤0.01%	2421
2023 Q4	$501K	Buy	+22,307	New	+$490K	﹤0.01%	2322

Other funds holding IBTH

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

HighTower Advisors's IBTH Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 22% in Q2 2026, buying an estimated $678K and bringing the position to 166,071 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

HighTower Advisors first reported a position in IBTH in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

HighTower Advisors held 166,071 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $3.72M as of Q2 2026.
HighTower Advisors bought 30,300 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $678K.
iShares iBonds Dec 2027 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1402 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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