Lido Advisors
IBHF icon

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
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 0.02% 515
2025
Q3 		$4.08M Sell
174,421
-3,454
-2% -$80.3K 0.02% 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 0.03% 366
2024
Q4 		$5.24M Buy
226,324
+34,717
+18% +$807K 0.03% 320
2024
Q3 		$4.49M Buy
191,607
+18,440
+11% +$426K 0.03% 324
2024
Q2 		$3.97M Buy
173,167
+25,423
+17% +$581K 0.03% 320
2024
Q1 		$3.41M Buy
147,744
+26,314
+22% +$604K 0.03% 333
2023
Q4 		$2.78M Buy
121,430
+105,762
+675% +$2.39M 0.03% 349
2023
Q3 		$353K Buy
+15,668
New +$355K ﹤0.01% 862

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return