HighTower Advisors
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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
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 – 3810
2023
Q4 		$1.32M Buy
+57,098
New +$1.27M ﹤0.01% 1691

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PPW
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CIM
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Janney Montgomery Scott
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Raymond James Financial
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return