Lido Advisors
IBHK

Lido Advisors’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Lido Advisors’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432K Buy
+16,780
New +$431K ﹤0.01% 1561

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Lido Advisors's IBHK Position: Q2 2026 in Review

Lido Advisors opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026: 16,780 shares worth $432K. The stake represents ﹤0.01% of the portfolio and ranks #1561 among its holdings.

29 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Lido Advisors held 16,780 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $432K as of Q2 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF was a new Lido Advisors position in Q2 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1561 holding.
  • 29 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

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