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
Q2 		$8.06M Buy
399,026
+41,045
+11% +$831K 0.01% 1022
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

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

HighTower Advisors's IBTL Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 11% in Q2 2026, buying an estimated $831K and bringing the position to 399,026 shares worth $8.06M. The position accounts for 0.01% of the portfolio, ranked #1022.

HighTower Advisors first reported a position in IBTL in Q4 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • HighTower Advisors held 399,026 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $8.06M as of Q2 2026.
  • HighTower Advisors bought 41,045 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $831K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1022 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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