Lido Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Lido Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$815K	Sell	37,414 -19,910	-35%	-$437K	﹤0.01%	1205
2026 Q2	$1.27M	Sell	57,324 -25,685	-31%	-$567K	﹤0.01%	991
2026 Q1	$1.84M	Sell	83,009 -10,177	-11%	-$226K	0.01%	737
2025 Q4	$2.1M	Buy	93,186 +399	+0.4%	+$8.92K	0.01%	705
2025 Q3	$2.09M	Sell	92,787 -4,411	-5%	-$99K	0.01%	677
2025 Q2	$2.19M	Sell	97,198 -4,665	-5%	-$104K	0.01%	563
2025 Q1	$2.27M	Sell	101,863 -29,033	-22%	-$650K	0.01%	514
2024 Q4	$2.91M	Buy	130,896 +41,867	+47%	+$938K	0.01%	435
2024 Q3	$2.01M	Buy	89,029 +10,775	+14%	+$240K	0.01%	463
2024 Q2	$1.72M	Buy	78,254 +24,009	+44%	+$528K	0.01%	486
2024 Q1	$1.21M	Buy	54,245 +11,907	+28%	+$264K	0.01%	577
2023 Q4	$940K	Buy	+42,338	New	+$916K	0.01%	636

Other funds holding IBHG

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Lido Advisors's IBHG Position: Q3 2026 in Review

Lido Advisors reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 35% in Q3 2026, selling an estimated $437K and leaving 37,414 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Lido Advisors first reported a position in IBHG in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.91M in Q4 2024. 69 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Lido Advisors held 37,414 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $815K as of Q3 2026.
Lido Advisors sold 19,910 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $437K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1205 holding.
Lido Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and has held it in 12 quarters since.
Lido Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $2.91M in Q4 2024.
69 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

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