Lido Advisors
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Lido Advisors’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Lido Advisors’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.24M Sell
2025
Q1 		$3.43M Sell
2024
Q4 		$4.13M Buy
2024
Q3 		$3.28M Buy
2024
Q2 		$3.12M Buy
2024
Q1 		$2.59M Buy
2023
Q4 		$1.69M Buy