HighTower Advisors
IBTQ

HighTower Advisors’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

HighTower Advisors’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$267K Sell
10,564
-304
-3% -$7.75K ﹤0.01% 3269
2025
Q4 		$277K Buy
+10,868
New +$279K ﹤0.01% 3103

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

HighTower Advisors's IBTQ Position: Q1 2026 in Review

HighTower Advisors reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 2.8% in Q1 2026, selling an estimated $7.75K and leaving 10,564 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

HighTower Advisors first reported a position in IBTQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $277K in Q4 2025. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • HighTower Advisors held 10,564 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $267K as of Q1 2026.
  • HighTower Advisors sold 304 iShares iBonds Dec 2035 Term Treasury ETF shares in Q1 2026, an estimated $7.75K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3269 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $277K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.