Lido Advisors
IBDS icon

Lido Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Lido Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 45
2025
Q4 		– Hold
0
– – – 58
2025
Q3 		– Hold
0
– – – 54
2025
Q2 		– Hold
0
– – – 48
2025
Q1 		– Hold
0
– – – 50
2024
Q4 		– Hold
0
– – – 63
2024
Q3 		– Hold
0
– – – 63
2024
Q2 		– Hold
0
– – – 90
2024
Q1 		– Hold
0
– – – 134
2023
Q4 		– Hold
0
– – – 136
2023
Q3 		– Hold
0
– – – 189
2023
Q2 		– Hold
0
– – – 220
2023
Q1 		– Hold
0
– – – 257

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return