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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 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. 130 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.
130 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.