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 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%	485
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors's IBHG Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 31% in Q2 2026, selling an estimated $567K and leaving 57,324 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Lido Advisors first reported a position in IBHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q4 2024. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Lido Advisors held 57,324 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.27M as of Q2 2026.
Lido Advisors sold 25,685 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $567K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #991 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 11 quarters since.
Lido Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $2.91M in Q4 2024.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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