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
Q2 		$6.94M Buy
266,373
+5,510
+2% +$143K 0.02% 427
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 $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $1.89T 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Lido Advisors's IBDZ Position: Q2 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 2.1% in Q2 2026, buying an estimated $143K and bringing the position to 266,373 shares worth $6.94M. The position accounts for 0.02% of the portfolio, ranked #427.

Lido Advisors first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Lido Advisors held 266,373 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $6.94M as of Q2 2026.
  • Lido Advisors bought 5,510 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $143K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #427 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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