HighTower Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

HighTower Advisors’s Portfolio IBTP Stock Details IBTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Buy	105,033 +1,401	+1%	+$35.6K	﹤0.01%	1590
2026 Q1	$2.66M	Buy	103,632 +297	+0.3%	+$7.67K	﹤0.01%	1551
2025 Q4	$2.67M	Sell	103,335 -1,963	-2%	-$51K	﹤0.01%	1523
2025 Q3	$2.73M	Buy	105,298 +10,537	+11%	+$270K	﹤0.01%	1466
2025 Q2	$2.44M	Buy	94,761 +9,761	+11%	+$248K	﹤0.01%	1457
2025 Q1	$2.18M	Buy	85,000 +11,144	+15%	+$280K	﹤0.01%	1479
2024 Q4	$1.83M	Buy	+73,856	New	+$1.88M	﹤0.01%	1566

Other funds holding IBTP

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

HighTower Advisors's IBTP Position: Q2 2026 in Review

HighTower Advisors increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 1.4% in Q2 2026, buying an estimated $35.6K and bringing the position to 105,033 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

HighTower Advisors first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q3 2025. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

HighTower Advisors held 105,033 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $2.67M as of Q2 2026.
HighTower Advisors bought 1,401 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $35.6K.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1590 holding.
HighTower Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
HighTower Advisors's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $2.73M in Q3 2025.
62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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