Lido Advisors
IBMP icon

Lido Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Lido Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Buy
560,542
+192,595
+52% +$4.9M 0.04% 260
2025
Q4 		$9.37M Buy
367,947
+3,145
+0.9% +$79.8K 0.03% 333
2025
Q3 		$9.29M Buy
364,802
+48,624
+15% +$1.24M 0.03% 320
2025
Q2 		$8.02M Buy
316,178
+37,349
+13% +$941K 0.03% 283
2025
Q1 		$7.05M Buy
278,829
+136,753
+96% +$3.45M 0.03% 287
2024
Q4 		$3.57M Buy
142,076
+91,743
+182% +$2.32M 0.02% 396
2024
Q3 		$1.28M Buy
50,333
+24,440
+94% +$618K 0.01% 612
2024
Q2 		$648K Sell
25,893
-1,419
-5% -$35.4K ﹤0.01% 835
2024
Q1 		$687K Sell
27,312
-6,986
-20% -$177K ﹤0.01% 783
2023
Q4 		$872K Buy
34,298
+11,001
+47% +$273K 0.01% 663
2023
Q3 		$570K Sell
23,297
-776
-3% -$19.3K ﹤0.01% 712
2023
Q2 		$603K Hold
24,073
– – ﹤0.01% 676
2023
Q1 		$613K Buy
+24,073
New +$609K 0.01% 610

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lido Advisors's IBMP Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 52% in Q1 2026, buying an estimated $4.9M and bringing the position to 560,542 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #260.

Lido Advisors first reported a position in IBMP in Q1 2023 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Lido Advisors held 560,542 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $14.3M as of Q1 2026.
  • Lido Advisors bought 192,595 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $4.9M.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #260 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.