Lido Advisors
IBCA

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
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

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's IBCA Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 0.77% in Q2 2026, selling an estimated $49.8K and leaving 249,475 shares worth $6.39M. The position accounts for 0.02% of the portfolio, ranked #443.

Lido Advisors first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.45M in Q1 2026. 94 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Lido Advisors held 249,475 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $6.39M as of Q2 2026.
  • Lido Advisors sold 1,946 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $49.8K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #443 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $6.45M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.