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 Q3	$33M	Sell	1,563,358 -36,667	-2%	-$789K	0.08%	161
2026 Q2	$34.9M	Sell	1,600,025 -380,259	-19%	-$8.3M	0.09%	144
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%	453
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors's IBDV Position: Q3 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.3% in Q3 2026, selling an estimated $789K and leaving 1,563,358 shares worth $33M. The position accounts for 0.08% of the portfolio, ranked #161.

Lido Advisors first reported a position in IBDV in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.3M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Lido Advisors held 1,563,358 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $33M as of Q3 2026.
Lido Advisors sold 36,667 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $789K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.08% of Lido Advisors's portfolio in Q3 2026, its #161 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Lido Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $43.3M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.