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 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%	+$5.83K	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%	320
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 $445B AUM 25.58% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Lido Advisors's IBHF Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 31% in Q2 2026, selling an estimated $1.06M and leaving 103,708 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #740.

Lido Advisors first reported a position in IBHF in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.24M in Q4 2024. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Lido Advisors held 103,708 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.35M as of Q2 2026.
Lido Advisors sold 46,489 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.06M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #740 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 12 quarters since.
Lido Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.24M in Q4 2024.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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