Lido Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Lido Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-85,410	Closed	-$2.17M	–	1047
2021 Q2	$2.17M	Hold	85,410	–	–	0.03%	252
2021 Q1	$2.17M	Hold	85,410	–	–	0.04%	215
2020 Q4	$2.18M	Hold	85,410	–	–	0.05%	204
2020 Q3	$2.19M	Hold	85,410	–	–	0.06%	156
2020 Q2	$2.19M	Buy	+85,410	New	+$2.17M	0.07%	150

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Lido Advisors's IBDN Position: Q3 2021 in Review

Lido Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2021, closing a stake of 85,410 shares — an estimated $2.17M sold.

Lido Advisors first reported a position in IBDN in Q2 2020 and held it in 5 quarters. The position peaked at $2.19M in Q2 2020. 205 funds tracked by Wall St. Rank hold IBDN as of Q3 2021.

Lido Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
Lido Advisors sold 85,410 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2021, an estimated $2.17M.
Lido Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2020 and held it in 5 quarters.
Lido Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.19M in Q2 2020.
205 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2021.

Based on Lido Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.