HighTower Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

HighTower Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Sell	84,520 -38,016	-31%	-$825K	﹤0.01%	1829
2026 Q1	$2.68M	Buy	122,536 +19,370	+19%	+$425K	﹤0.01%	1546
2025 Q4	$2.26M	Buy	103,166 +35,451	+52%	+$779K	﹤0.01%	1601
2025 Q3	$1.49M	Buy	67,715 +22,025	+48%	+$482K	﹤0.01%	1821
2025 Q2	$1M	Sell	45,690 -1,974	-4%	-$42.9K	﹤0.01%	2011
2025 Q1	$1.04M	Sell	47,664 -26,190	-35%	-$563K	﹤0.01%	1940
2024 Q4	$1.58M	Sell	73,854 -20,171	-21%	-$435K	﹤0.01%	1662
2024 Q3	$2.08M	Buy	94,025 +28,033	+42%	+$613K	﹤0.01%	1504
2024 Q2	$1.41M	Buy	65,992 +2,879	+5%	+$61.1K	﹤0.01%	1648
2024 Q1	$1.36M	Buy	63,113 +23,516	+59%	+$507K	﹤0.01%	1629
2023 Q4	$861K	Buy	+39,597	New	+$838K	﹤0.01%	1922

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

HighTower Advisors's IBTJ Position: Q2 2026 in Review

HighTower Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 31% in Q2 2026, selling an estimated $825K and leaving 84,520 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

HighTower Advisors first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

HighTower Advisors held 84,520 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.83M as of Q2 2026.
HighTower Advisors sold 38,016 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $825K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1829 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
HighTower Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.68M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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