Lido Advisors
IBDZ

Lido Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Lido Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.8M Buy
260,863
+49,934
+24% +$1.32M 0.02% 395
2025
Q4 		$5.56M Buy
210,929
+6,163
+3% +$163K 0.02% 442
2025
Q3 		$5.42M Buy
204,766
+31,104
+18% +$814K 0.02% 429
2025
Q2 		$4.54M Buy
173,662
+14,722
+9% +$376K 0.02% 394
2025
Q1 		$4.1M Buy
158,940
+23,701
+18% +$606K 0.02% 386
2024
Q4 		$3.44M Buy
+135,239
New +$3.5M 0.02% 402

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors's IBDZ Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 24% in Q1 2026, buying an estimated $1.32M and bringing the position to 260,863 shares worth $6.8M. The position accounts for 0.02% of the portfolio, ranked #395.

Lido Advisors first reported a position in IBDZ in Q4 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Lido Advisors held 260,863 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $6.8M as of Q1 2026.
  • Lido Advisors bought 49,934 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $1.32M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #395 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

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