Lido Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Lido Advisors’s Portfolio IBMM Stock Details IBMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-72,556	Closed	-$1.89M	–	1630
2024 Q3	$1.89M	Sell	72,556 -19,828	-21%	-$517K	0.01%	480
2024 Q2	$2.41M	Buy	92,384 +77	+0.1%	+$2K	0.01%	414
2024 Q1	$2.4M	Sell	92,307 -6,140	-6%	-$159K	0.01%	399
2023 Q4	$2.55M	Buy	98,447 +43,080	+78%	+$1.11M	0.02%	367
2023 Q3	$1.42M	Buy	55,367 +21,563	+64%	+$555K	0.01%	449
2023 Q2	$871K	Sell	33,804 -966	-3%	-$24.9K	0.01%	579
2023 Q1	$900K	Buy	+34,770	New	+$897K	0.01%	505

Other funds holding IBMM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lido Advisors's IBMM Position: Q4 2024 in Review

Lido Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 72,556 shares — an estimated $1.89M sold.

Lido Advisors first reported a position in IBMM in Q1 2023 and held it in 7 quarters. The position peaked at $2.55M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

Lido Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Lido Advisors sold 72,556 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $1.89M.
Lido Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2023 and held it in 7 quarters.
Lido Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $2.55M in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.