Lido Advisors
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Lido Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Lido Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113M Buy
4,475,447
+2,056,180
+85% +$52.3M 0.44% 43
2025
Q4 		$61.7M Buy
2,419,267
+13,641
+0.6% +$347K 0.24% 76
2025
Q3 		$61.4M Buy
2,405,626
+293,727
+14% +$7.47M 0.25% 71
2025
Q2 		$53.7M Buy
2,111,899
+241,583
+13% +$6.09M 0.28% 68
2025
Q1 		$47.2M Buy
1,870,316
+698,641
+60% +$17.5M 0.28% 67
2024
Q4 		$29.2M Buy
1,171,675
+406,365
+53% +$10.2M 0.18% 92
2024
Q3 		$19.5M Buy
765,310
+263,476
+53% +$6.64M 0.15% 105
2024
Q2 		$12.4M Buy
501,834
+285,833
+132% +$7.05M 0.1% 149
2024
Q1 		$5.38M Buy
216,001
+75,693
+54% +$1.88M 0.05% 272
2023
Q4 		$3.52M Buy
140,308
+113,049
+415% +$2.75M 0.04% 311
2023
Q3 		$655K Buy
27,259
+11,275
+71% +$274K 0.01% 670
2023
Q2 		$392K Buy
+15,984
New +$396K ﹤0.01% 817

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Morgan Stanley
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CIA
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CAI
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UBS Group
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Raymond James Financial
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HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return