Lido Advisors
IBHH icon

Lido Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Lido Advisors’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.11M Sell
47,104
-4,661
-9% -$110K ﹤0.01% 924
2025
Q4 		$1.23M Hold
51,765
– – ﹤0.01% 908
2025
Q3 		$1.24M Sell
51,765
-1,173
-2% -$27.8K ﹤0.01% 861
2025
Q2 		$1.26M Sell
52,938
-645
-1% -$15K ﹤0.01% 750
2025
Q1 		$1.25M Sell
53,583
-3,059
-5% -$72K 0.01% 680
2024
Q4 		$1.32M Hold
56,642
– – 0.01% 651
2024
Q3 		$1.35M Sell
56,642
-6,952
-11% -$163K 0.01% 596
2024
Q2 		$1.47M Buy
63,594
+5,143
+9% +$119K 0.01% 533
2024
Q1 		$1.36M Buy
58,451
+29,584
+102% +$687K 0.01% 541
2023
Q4 		$672K Buy
+28,867
New +$648K ﹤0.01% 750

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BWFA
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TF
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FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return