Lido Advisors’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Lido Advisors’s Portfolio IBHJ Stock Details IBHJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	+16,113	New	+$425K	﹤0.01%	1568

Other funds holding IBHJ

LIA

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

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

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

Lido Advisors's IBHJ Position: Q2 2026 in Review

Lido Advisors opened a new position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026: 16,113 shares worth $426K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings.

51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Lido Advisors held 16,113 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $426K as of Q2 2026.
iShares iBonds 2030 Term High Yield and Income ETF was a new Lido Advisors position in Q2 2026.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1568 holding.
51 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

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