Lido Advisors
IBDY icon

Lido Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Lido Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.72M Buy
260,996
+26,893
+11% +$693K 0.02% 433
2026
Q1 		$6.05M Buy
234,103
+5,745
+3% +$150K 0.02% 417
2025
Q4 		$5.97M Buy
228,358
+5,875
+3% +$154K 0.02% 420
2025
Q3 		$5.84M Buy
222,483
+31,874
+17% +$827K 0.02% 409
2025
Q2 		$4.94M Buy
190,609
+13,069
+7% +$331K 0.02% 377
2025
Q1 		$4.54M Buy
177,540
+24,617
+16% +$622K 0.02% 361
2024
Q4 		$3.84M Buy
152,923
+136,951
+857% +$3.51M 0.02% 382
2024
Q3 		$422K Sell
15,972
-8,556
-35% -$222K ﹤0.01% 1010
2024
Q2 		$618K Buy
24,528
+8,556
+54% +$214K ﹤0.01% 857
2024
Q1 		$407K Buy
+15,972
New +$406K ﹤0.01% 964

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors's IBDY Position: Q2 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 11% in Q2 2026, buying an estimated $693K and bringing the position to 260,996 shares worth $6.72M. The position accounts for 0.02% of the portfolio, ranked #433.

Lido Advisors first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Lido Advisors held 260,996 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $6.72M as of Q2 2026.
  • Lido Advisors bought 26,893 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $693K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #433 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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