Lido Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Lido Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.09M	Buy	241,095 +64,992	+37%	+$1.66M	0.02%	413
2025 Q4	$4.5M	Buy	176,103 +9,232	+6%	+$236K	0.01%	491
2025 Q3	$4.28M	Buy	166,871 +6,438	+4%	+$163K	0.01%	477
2025 Q2	$4.06M	Buy	160,433 +4,047	+3%	+$100K	0.02%	421
2025 Q1	$3.91M	Sell	156,386 -44,808	-22%	-$1.11M	0.02%	397
2024 Q4	$4.95M	Buy	201,194 +166,891	+487%	+$4.18M	0.02%	326
2024 Q3	$882K	Sell	34,303 -2,356	-6%	-$59.5K	﹤0.01%	761
2024 Q2	$900K	Buy	36,659 +2,436	+7%	+$59.5K	0.01%	699
2024 Q1	$849K	Buy	34,223 +23,772	+227%	+$589K	0.01%	725
2023 Q4	$264K	Buy	+10,451	New	+$249K	﹤0.01%	1095

Other funds holding IBDX

ACA

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

CIA

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

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

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

CAI

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Lido Advisors's IBDX Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 37% in Q1 2026, buying an estimated $1.66M and bringing the position to 241,095 shares worth $6.09M. The position accounts for 0.02% of the portfolio, ranked #413.

Lido Advisors first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Lido Advisors held 241,095 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.09M as of Q1 2026.
Lido Advisors bought 64,992 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $1.66M.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #413 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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