Lido Advisors
IBDQ icon

Lido Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Lido Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
0
– – – 51
2025
Q2 		– Hold
0
– – – 50
2025
Q1 		– Hold
0
– – – 51
2024
Q4 		– Hold
0
– – – 62
2024
Q3 		– Hold
0
– – – 57
2024
Q2 		– Hold
0
– – – 74
2024
Q1 		– Hold
0
– – – 97
2023
Q4 		– Hold
0
– – – 144
2023
Q3 		– Hold
0
– – – 267
2023
Q2 		– Hold
0
– – – 427
2023
Q1 		– Hold
0
– – – 939

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return