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
Q2 		$261K Sell
10,402
-162
-2% -$4.06K ﹤0.01% 3330
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

HighTower Advisors's IBTQ Position: Q2 2026 in Review

HighTower Advisors reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 1.5% in Q2 2026, selling an estimated $4.06K and leaving 10,402 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

HighTower Advisors first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q4 2025. 47 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • HighTower Advisors held 10,402 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $261K as of Q2 2026.
  • HighTower Advisors sold 162 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $4.06K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3330 holding.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • HighTower Advisors's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $277K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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