HighTower Advisors
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HighTower Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

HighTower Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.3M Buy
357,981
+16,244
+5% +$333K 0.01% 1020
2025
Q4 		$7.01M Buy
341,737
+78,482
+30% +$1.62M 0.01% 1017
2025
Q3 		$5.42M Buy
263,255
+25,361
+11% +$519K 0.01% 1095
2025
Q2 		$4.88M Sell
237,894
-316
-0.1% -$6.4K 0.01% 1096
2025
Q1 		$4.84M Buy
238,210
+70,018
+42% +$1.4M 0.01% 1065
2024
Q4 		$3.33M Buy
168,192
+42,979
+34% +$865K ﹤0.01% 1237
2024
Q3 		$2.6M Buy
125,213
+16,384
+15% +$337K ﹤0.01% 1353
2024
Q2 		$2.17M Buy
108,829
+4,058
+4% +$80.4K ﹤0.01% 1401
2024
Q1 		$2.11M Buy
104,771
+35,695
+52% +$721K ﹤0.01% 1407
2023
Q4 		$1.42M Buy
+69,076
New +$1.36M ﹤0.01% 1648

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KF
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return