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 Q2	$13.9M	Sell	547,234 -13,308	-2%	-$338K	0.04%	298
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 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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Lido Advisors's IBMP Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.4% in Q2 2026, selling an estimated $338K and leaving 547,234 shares worth $13.9M. The position accounts for 0.04% of the portfolio, ranked #298.

Lido Advisors first reported a position in IBMP in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.3M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Lido Advisors held 547,234 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $13.9M as of Q2 2026.
Lido Advisors sold 13,308 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $338K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #298 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $14.3M in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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