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
Q2 		$957K Sell
40,725
-6,379
-14% -$150K ﹤0.01% 1114
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

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's IBHH Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 14% in Q2 2026, selling an estimated $150K and leaving 40,725 shares worth $957K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Lido Advisors first reported a position in IBHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q2 2024. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Lido Advisors held 40,725 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $957K as of Q2 2026.
  • Lido Advisors sold 6,379 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $150K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1114 holding.
  • Lido Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Lido Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $1.47M in Q2 2024.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

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