Lido Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Lido Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.3M	Buy	1,980,284 +1,694,837	+594%	+$37.4M	0.13%	104
2025 Q4	$6.31M	Buy	285,447 +14,656	+5%	+$324K	0.02%	403
2025 Q3	$6M	Buy	270,791 +3,035	+1%	+$66.8K	0.02%	399
2025 Q2	$5.89M	Sell	267,756 -5,724	-2%	-$124K	0.02%	335
2025 Q1	$5.94M	Sell	273,480 -103,714	-27%	-$2.23M	0.03%	313
2024 Q4	$8.06M	Buy	377,194 +291,133	+338%	+$6.3M	0.04%	247
2024 Q3	$1.91M	Sell	86,061 -7,233	-8%	-$158K	0.01%	476
2024 Q2	$1.98M	Buy	93,294 +3,497	+4%	+$73.9K	0.01%	452
2024 Q1	$1.92M	Buy	89,797 +25,231	+39%	+$539K	0.01%	438
2023 Q4	$1.4M	Buy	+64,566	New	+$1.33M	0.01%	507

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

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

Lido Advisors's IBDV Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 594% in Q1 2026, buying an estimated $37.4M and bringing the position to 1,980,284 shares worth $43.3M. The position accounts for 0.13% of the portfolio, ranked #104.

Lido Advisors first reported a position in IBDV in Q4 2023 and has held it in 10 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Lido Advisors held 1,980,284 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $43.3M as of Q1 2026.
Lido Advisors bought 1,694,837 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $37.4M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.13% of Lido Advisors's portfolio in Q1 2026, its #104 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.