HighTower Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

HighTower Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.83M	Buy	300,781 +20,836	+7%	+$474K	0.01%	1087
2026 Q1	$6.42M	Buy	279,945 +11,741	+4%	+$271K	0.01%	1076
2025 Q4	$6.19M	Buy	268,204 +47,540	+22%	+$1.1M	0.01%	1065
2025 Q3	$5.1M	Buy	220,664 +32,097	+17%	+$738K	0.01%	1125
2025 Q2	$4.34M	Buy	188,567 +8,884	+5%	+$202K	0.01%	1145
2025 Q1	$4.11M	Buy	179,683 +48,308	+37%	+$1.08M	0.01%	1139
2024 Q4	$2.92M	Buy	131,375 +33,233	+34%	+$753K	﹤0.01%	1307
2024 Q3	$2.3M	Buy	98,142 +1,165	+1%	+$27K	﹤0.01%	1431
2024 Q2	$2.18M	Buy	+96,977	New	+$2.16M	﹤0.01%	1400
2024 Q1	–	Sell	-57,098	Closed	-$1.32M	–	3809
2023 Q4	$1.32M	Buy	+57,098	New	+$1.27M	﹤0.01%	1691

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

DADC

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

HighTower Advisors's IBTM Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 7.4% in Q2 2026, buying an estimated $474K and bringing the position to 300,781 shares worth $6.83M. The position accounts for 0.01% of the portfolio, ranked #1087.

HighTower Advisors first reported a position in IBTM in Q4 2023 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

HighTower Advisors held 300,781 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $6.83M as of Q2 2026.
HighTower Advisors bought 20,836 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $474K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1087 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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