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
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 $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lido Advisors's IBDY Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.5% in Q1 2026, buying an estimated $150K and bringing the position to 234,103 shares worth $6.05M. The position accounts for 0.02% of the portfolio, ranked #417.

Lido Advisors first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Lido Advisors held 234,103 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $6.05M as of Q1 2026.
  • Lido Advisors bought 5,745 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $150K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #417 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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