Lido Advisors
IBDU icon

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
Q1 		$76M Buy
3,267,016
+1,842,015
+129% +$43.1M 0.3% 72
2025
Q4 		$33.4M Buy
1,425,001
+14,569
+1% +$341K 0.13% 133
2025
Q3 		$33.1M Buy
1,410,432
+248,021
+21% +$5.79M 0.14% 125
2025
Q2 		$27.1M Buy
1,162,411
+128,202
+12% +$2.96M 0.14% 122
2025
Q1 		$23.9M Buy
1,034,209
+372,199
+56% +$8.53M 0.14% 121
2024
Q4 		$15.1M Buy
662,010
+292,314
+79% +$6.73M 0.09% 166
2024
Q3 		$8.69M Buy
369,696
+103,076
+39% +$2.39M 0.07% 224
2024
Q2 		$6.04M Buy
266,620
+130,582
+96% +$2.95M 0.05% 262
2024
Q1 		$3.1M Buy
136,038
+57,512
+73% +$1.31M 0.03% 353
2023
Q4 		$1.81M Buy
+78,526
New +$1.74M 0.02% 442

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return