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 Q2	$14.2M	Sell	555,766 -12,971	-2%	-$332K	0.04%	292
2026 Q1	$14.6M	Buy	568,737 +189,064	+50%	+$4.85M	0.04%	250
2025 Q4	$9.74M	Buy	379,673 +3,458	+0.9%	+$88.6K	0.03%	326
2025 Q3	$9.65M	Buy	376,215 +57,119	+18%	+$1.46M	0.03%	313
2025 Q2	$8.18M	Buy	319,096 +36,767	+13%	+$938K	0.03%	282
2025 Q1	$7.22M	Buy	282,329 +135,094	+92%	+$3.45M	0.03%	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 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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's IBMO Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.3% in Q2 2026, selling an estimated $332K and leaving 555,766 shares worth $14.2M. The position accounts for 0.04% of the portfolio, ranked #292.

Lido Advisors first reported a position in IBMO in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.6M in Q1 2026. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Lido Advisors held 555,766 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $14.2M as of Q2 2026.
Lido Advisors sold 12,971 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $332K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #292 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $14.6M in Q1 2026.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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