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 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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Lido Advisors's IBMQ Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 1.5% in Q2 2026, selling an estimated $213K and leaving 550,670 shares worth $14.1M. The position accounts for 0.04% of the portfolio, ranked #294.

Lido Advisors first reported a position in IBMQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.3M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Lido Advisors held 550,670 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $14.1M as of Q2 2026.
Lido Advisors sold 8,351 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $213K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #294 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
Lido Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $14.3M in Q1 2026.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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