Lido Advisors
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Lido Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Lido Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16M Buy
635,301
+84,631
+15% +$2.15M 0.04% 278
2026
Q2 		$14.1M Sell
550,670
-8,351
-1% -$213K 0.04% 294
2026
Q1 		$14.3M Buy
559,021
+338,361
+153% +$8.68M 0.04% 259
2025
Q4 		$5.66M Buy
220,660
+16,538
+8% +$422K 0.02% 439
2025
Q3 		$5.23M Buy
204,122
+18,580
+10% +$475K 0.02% 436
2025
Q2 		$4.71M Buy
185,542
+16,882
+10% +$425K 0.02% 389
2025
Q1 		$4.27M Buy
168,660
+119,051
+240% +$3.01M 0.02% 379
2024
Q4 		$1.25M Buy
49,609
+22,884
+86% +$580K 0.01% 679
2024
Q3 		$685K Buy
26,725
+13,742
+106% +$348K ﹤0.01% 842
2024
Q2 		$325K Sell
12,983
-1,411
-10% -$35.3K ﹤0.01% 1084
2024
Q1 		$364K Sell
14,394
-107
-0.7% -$2.72K ﹤0.01% 1003
2023
Q4 		$371K Buy
14,501
+1,373
+10% +$34.1K ﹤0.01% 954
2023
Q3 		$320K Buy
+13,128
New +$328K ﹤0.01% 895

Other funds holding IBMQ

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return

Lido Advisors's IBMQ Position: Q3 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 15% in Q3 2026, buying an estimated $2.15M and bringing the position to 635,301 shares worth $16M. The position accounts for 0.04% of the portfolio, ranked #278.

Lido Advisors first reported a position in IBMQ in Q3 2023 and has held it in 13 quarters since. 107 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

  • Lido Advisors held 635,301 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $16M as of Q3 2026.
  • Lido Advisors bought 84,631 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $2.15M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q3 2026, its #278 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.