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
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 $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Lido Advisors's IBCA Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 38% in Q1 2026, buying an estimated $1.81M and bringing the position to 251,421 shares worth $6.45M. The position accounts for 0.02% of the portfolio, ranked #405.

Lido Advisors first reported a position in IBCA in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Lido Advisors held 251,421 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $6.45M as of Q1 2026.
  • Lido Advisors bought 69,718 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $1.81M.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #405 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

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