Lido Advisors
IBHD

Lido Advisors’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Lido Advisors’s Portfolio IBHD Stock Details IBHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,112
Closed -$468K – 1628
2024
Q3 		$468K Sell
20,112
-13,306
-40% -$309K ﹤0.01% 979
2024
Q2 		$777K Buy
33,418
+537
+2% +$12.5K ﹤0.01% 768
2024
Q1 		$767K Sell
32,881
-14,612
-31% -$340K ﹤0.01% 756
2023
Q4 		$1.1M Buy
47,493
+36,536
+333% +$845K 0.01% 580
2023
Q3 		$254K Buy
+10,957
New +$253K ﹤0.01% 986

Other funds holding IBHD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lido Advisors's IBHD Position: Q4 2024 in Review

Lido Advisors sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 20,112 shares — an estimated $468K sold.

Lido Advisors first reported a position in IBHD in Q3 2023 and held it in 5 quarters. The position peaked at $1.1M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Lido Advisors reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 20,112 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $468K.
  • Lido Advisors first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q3 2023 and held it in 5 quarters.
  • Lido Advisors's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.1M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.