Lido Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Lido Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.1M	Sell	2,852,951 -414,065	-13%	-$9.6M	0.18%	84
2026 Q1	$76M	Buy	3,267,016 +1,842,015	+129%	+$43.1M	0.23%	72
2025 Q4	$33.4M	Buy	1,425,001 +14,569	+1%	+$341K	0.1%	133
2025 Q3	$33.1M	Buy	1,410,432 +248,021	+21%	+$5.79M	0.1%	125
2025 Q2	$27.1M	Buy	1,162,411 +128,202	+12%	+$2.96M	0.11%	122
2025 Q1	$23.9M	Buy	1,034,209 +372,199	+56%	+$8.53M	0.11%	121
2024 Q4	$15.1M	Buy	662,010 +292,314	+79%	+$6.73M	0.07%	166
2024 Q3	$8.69M	Buy	369,696 +103,076	+39%	+$2.39M	0.04%	224
2024 Q2	$6.04M	Buy	266,620 +130,582	+96%	+$2.95M	0.03%	262
2024 Q1	$3.1M	Buy	136,038 +57,512	+73%	+$1.31M	0.02%	353
2023 Q4	$1.81M	Buy	+78,526	New	+$1.74M	0.01%	442

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors's IBDU Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, selling an estimated $9.6M and leaving 2,852,951 shares worth $66.1M. The position accounts for 0.18% of the portfolio, ranked #84.

Lido Advisors first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $76M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Lido Advisors held 2,852,951 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $66.1M as of Q2 2026.
Lido Advisors sold 414,065 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.6M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.18% of Lido Advisors's portfolio in Q2 2026, its #84 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $76M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.