Lido Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Lido Advisors’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	44,828 -23,042	-34%	-$539K	﹤0.01%	1070
2026 Q1	$1.58M	Sell	67,870 -7,024	-9%	-$165K	﹤0.01%	779
2025 Q4	$1.79M	Hold	74,894	–	–	0.01%	761
2025 Q3	$1.79M	Sell	74,894 -190	-0.3%	-$4.49K	0.01%	719
2025 Q2	$1.78M	Sell	75,084 -2,985	-4%	-$69K	0.01%	621
2025 Q1	$1.81M	Sell	78,069 -26,236	-25%	-$618K	0.01%	563
2024 Q4	$2.45M	Buy	104,305 +41,471	+66%	+$981K	0.01%	480
2024 Q3	$1.5M	Buy	62,834 +19,408	+45%	+$456K	0.01%	558
2024 Q2	$1M	Buy	43,426 +21,291	+96%	+$490K	0.01%	664
2024 Q1	$517K	Buy	22,135 +7,265	+49%	+$168K	﹤0.01%	890
2023 Q4	$344K	Buy	+14,870	New	+$329K	﹤0.01%	978

Other funds holding IBHI

LIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lido Advisors's IBHI Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 34% in Q2 2026, selling an estimated $539K and leaving 44,828 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Lido Advisors first reported a position in IBHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q4 2024. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Lido Advisors held 44,828 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.05M as of Q2 2026.
Lido Advisors sold 23,042 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $539K.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1070 holding.
Lido Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $2.45M in Q4 2024.
95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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