HighTower Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

HighTower Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Buy	159,424 +3,453	+2%	+$67.6K	﹤0.01%	1509
2026 Q1	$3.08M	Sell	155,971 -1,435	-0.9%	-$28.5K	﹤0.01%	1460
2025 Q4	$3.12M	Buy	157,406 +2,105	+1%	+$41.9K	﹤0.01%	1428
2025 Q3	$3.09M	Buy	155,301 +9,938	+7%	+$197K	﹤0.01%	1391
2025 Q2	$2.88M	Buy	145,363 +2,560	+2%	+$50.2K	﹤0.01%	1371
2025 Q1	$2.81M	Buy	142,803 +5,867	+4%	+$114K	﹤0.01%	1344
2024 Q4	$2.63M	Buy	136,936 +26,235	+24%	+$511K	﹤0.01%	1353
2024 Q3	$2.21M	Buy	110,701 +1,025	+0.9%	+$20.3K	﹤0.01%	1459
2024 Q2	$2.11M	Buy	109,676 +4,211	+4%	+$80.5K	﹤0.01%	1420
2024 Q1	$2.05M	Buy	105,465 +36,584	+53%	+$712K	﹤0.01%	1423
2023 Q4	$1.36M	Buy	+68,881	New	+$1.31M	﹤0.01%	1676

Other funds holding IBTK

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

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

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HighTower Advisors's IBTK Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 2.2% in Q2 2026, buying an estimated $67.6K and bringing the position to 159,424 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

HighTower Advisors first reported a position in IBTK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

HighTower Advisors held 159,424 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $3.12M as of Q2 2026.
HighTower Advisors bought 3,453 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $67.6K.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1509 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
HighTower Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $3.12M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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