HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

HighTower Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Sell
29,473
-1,311
-4% -$29.3K ﹤0.01% 2493
2025
Q4 		$688K Buy
30,784
+13,682
+80% +$306K ﹤0.01% 2390
2025
Q3 		$383K Buy
17,102
+1,252
+8% +$27.9K ﹤0.01% 2831
2025
Q2 		$354K Buy
15,850
+2,706
+21% +$60.2K ﹤0.01% 2784
2025
Q1 		$292K Sell
13,144
-28,228
-68% -$621K ﹤0.01% 2882
2024
Q4 		$906K Buy
41,372
+4,125
+11% +$90.9K ﹤0.01% 2036
2024
Q3 		$838K Buy
37,247
+26,291
+240% +$585K ﹤0.01% 2035
2024
Q2 		$240K Buy
10,956
+477
+5% +$10.4K ﹤0.01% 2892
2024
Q1 		$230K Buy
10,479
+208
+2% +$4.58K ﹤0.01% 2894
2023
Q4 		$229K Buy
+10,271
New +$223K ﹤0.01% 2925

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return