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
Q2 		$704K Buy
31,819
+2,346
+8% +$52K ﹤0.01% 2474
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

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HighTower Advisors's IBTI Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 8% in Q2 2026, buying an estimated $52K and bringing the position to 31,819 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

HighTower Advisors first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $906K in Q4 2024. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • HighTower Advisors held 31,819 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $704K as of Q2 2026.
  • HighTower Advisors bought 2,346 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $52K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2474 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $906K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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