Lido Advisors
IBHG icon

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
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return