Lido Advisors
IBMO icon

Lido Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Lido Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.6M Buy
568,737
+189,064
+50% +$4.85M 0.06% 250
2025
Q4 		$9.74M Buy
379,673
+3,458
+0.9% +$88.6K 0.04% 326
2025
Q3 		$9.65M Buy
376,215
+57,119
+18% +$1.46M 0.04% 313
2025
Q2 		$8.18M Buy
319,096
+36,767
+13% +$938K 0.04% 282
2025
Q1 		$7.22M Buy
282,329
+135,094
+92% +$3.45M 0.04% 280
2024
Q4 		$3.75M Buy
147,235
+89,745
+156% +$2.29M 0.02% 387
2024
Q3 		$1.47M Buy
57,490
+24,233
+73% +$618K 0.01% 566
2024
Q2 		$842K Buy
33,257
+176
+0.5% +$4.44K 0.01% 729
2024
Q1 		$839K Sell
33,081
-4,933
-13% -$125K 0.01% 730
2023
Q4 		$970K Buy
38,014
+10,896
+40% +$273K 0.01% 628
2023
Q3 		$673K Sell
27,118
-772
-3% -$19.3K 0.01% 660
2023
Q2 		$702K Sell
27,890
-4,997
-15% -$126K 0.01% 637
2023
Q1 		$840K Buy
+32,887
New +$834K 0.01% 523

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return