HighTower Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

HighTower Advisors’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,443	Closed	-$224K	–	2471
2019 Q2	$224K	Buy	4,443 +33	+0.7%	+$1.63K	﹤0.01%	1980
2019 Q1	$218K	Buy	4,410 +22	+0.5%	+$1.07K	﹤0.01%	1904
2018 Q4	$210K	Buy	+4,388	New	+$208K	﹤0.01%	1813

Other funds holding IMTB

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

HighTower Advisors's IMTB Position: Q3 2019 in Review

HighTower Advisors sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q3 2019, closing a stake of 4,443 shares — an estimated $224K sold.

HighTower Advisors first reported a position in IMTB in Q4 2018 and held it in 3 quarters. The position peaked at $224K in Q2 2019. 28 funds tracked by Wall St. Rank hold IMTB as of Q3 2019.

HighTower Advisors reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q3 2019 after selling out during the quarter.
HighTower Advisors sold 4,443 iShares Core 5-10 Year USD Bond ETF shares in Q3 2019, an estimated $224K.
HighTower Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2018 and held it in 3 quarters.
HighTower Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $224K in Q2 2019.
28 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q3 2019.

Based on HighTower Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.