Lido Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Lido Advisors’s Portfolio IBCA Stock Details IBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.18M	Sell	215,206 -34,269	-14%	-$856K	0.01%	504
2026 Q2	$6.39M	Sell	249,475 -1,946	-0.8%	-$49.8K	0.02%	443
2026 Q1	$6.45M	Buy	251,421 +69,718	+38%	+$1.81M	0.02%	405
2025 Q4	$4.71M	Buy	181,703 +13,706	+8%	+$357K	0.01%	484
2025 Q3	$4.37M	Buy	+167,997	New	+$4.31M	0.01%	476

Other funds holding IBCA

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors's IBCA Position: Q3 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 14% in Q3 2026, selling an estimated $856K and leaving 215,206 shares worth $5.18M. The position accounts for 0.01% of the portfolio, ranked #504.

Lido Advisors first reported a position in IBCA in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.45M in Q1 2026. 86 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

Lido Advisors held 215,206 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $5.18M as of Q3 2026.
Lido Advisors sold 34,269 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $856K.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #504 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
Lido Advisors's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $6.45M in Q1 2026.
86 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.