Lido Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Lido Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.82M	Sell	80,846 -22,862	-22%	-$515K	﹤0.01%	835
2026 Q2	$2.35M	Sell	103,708 -46,489	-31%	-$1.06M	0.01%	740
2026 Q1	$3.45M	Sell	150,197 -24,475	-14%	-$564K	0.01%	542
2025 Q4	$4.08M	Buy	174,672 +251	+0.1%	+$5.82K	0.01%	515
2025 Q3	$4.08M	Sell	174,421 -3,454	-2%	-$80.3K	0.01%	490
2025 Q2	$4.13M	Sell	177,875 -13,876	-7%	-$320K	0.02%	418
2025 Q1	$4.45M	Sell	191,751 -34,573	-15%	-$805K	0.02%	366
2024 Q4	$5.24M	Buy	226,324 +34,717	+18%	+$807K	0.02%	320
2024 Q3	$4.49M	Buy	191,607 +18,440	+11%	+$426K	0.02%	324
2024 Q2	$3.97M	Buy	173,167 +25,423	+17%	+$581K	0.02%	321
2024 Q1	$3.41M	Buy	147,744 +26,314	+22%	+$604K	0.02%	333
2023 Q4	$2.78M	Buy	121,430 +105,762	+675%	+$2.39M	0.02%	349
2023 Q3	$353K	Buy	+15,668	New	+$355K	﹤0.01%	862

Other funds holding IBHF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Lido Advisors's IBHF Position: Q3 2026 in Review

Lido Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 22% in Q3 2026, selling an estimated $515K and leaving 80,846 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Lido Advisors first reported a position in IBHF in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.24M in Q4 2024. 114 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Lido Advisors held 80,846 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.82M as of Q3 2026.
Lido Advisors sold 22,862 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $515K.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #835 holding.
Lido Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and has held it in 13 quarters since.
Lido Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.24M in Q4 2024.
114 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.