HighTower Advisors
IBTO icon

HighTower Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

HighTower Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.69M Buy
318,509
+51,060
+19% +$1.23M 0.01% 1039
2026
Q1 		$6.52M Buy
267,449
+18,170
+7% +$446K 0.01% 1069
2025
Q4 		$6.12M Buy
249,279
+64,472
+35% +$1.59M 0.01% 1068
2025
Q3 		$4.56M Buy
184,807
+25,398
+16% +$621K 0.01% 1175
2025
Q2 		$3.91M Buy
159,409
+11,551
+8% +$279K ﹤0.01% 1198
2025
Q1 		$3.61M Buy
147,858
+32,547
+28% +$779K ﹤0.01% 1203
2024
Q4 		$2.72M Buy
115,311
+28,614
+33% +$692K ﹤0.01% 1340
2024
Q3 		$2.17M Buy
86,697
+1,774
+2% +$43.9K ﹤0.01% 1472
2024
Q2 		$2.04M Buy
+84,923
New +$2.02M ﹤0.01% 1444
2024
Q1 		– Sell
-51,051
Closed -$1.27M – 3808
2023
Q4 		$1.27M Buy
+51,051
New +$1.21M ﹤0.01% 1721

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

HighTower Advisors's IBTO Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 19% in Q2 2026, buying an estimated $1.23M and bringing the position to 318,509 shares worth $7.69M. The position accounts for 0.01% of the portfolio, ranked #1039.

HighTower Advisors first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • HighTower Advisors held 318,509 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $7.69M as of Q2 2026.
  • HighTower Advisors bought 51,060 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $1.23M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1039 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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