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
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

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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's IBMQ Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 153% in Q1 2026, buying an estimated $8.68M and bringing the position to 559,021 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #259.

Lido Advisors first reported a position in IBMQ in Q3 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

  • Lido Advisors held 559,021 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $14.3M as of Q1 2026.
  • Lido Advisors bought 338,361 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $8.68M.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #259 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

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