Lido Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Lido Advisors’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-32,677	Closed	-$834K	–	1461
2023 Q3	$834K	Buy	32,677 +13,954	+75%	+$356K	0.01%	593
2023 Q2	$477K	Sell	18,723 -984	-5%	-$25K	﹤0.01%	757
2023 Q1	$501K	Buy	+19,707	New	+$500K	﹤0.01%	663

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Lido Advisors's IBML Position: Q4 2023 in Review

Lido Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 32,677 shares — an estimated $834K sold.

Lido Advisors first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $834K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Lido Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Lido Advisors sold 32,677 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $834K.
Lido Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
Lido Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $834K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.