HighTower Advisors
IBTJ icon

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
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

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Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return