Lido Advisors
IBMR icon

Lido Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Lido Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.6M Sell
338,574
-8,765
-3% -$222K 0.02% 381
2026
Q1 		$8.81M Buy
347,339
+240,258
+224% +$6.14M 0.03% 341
2025
Q4 		$2.73M Buy
107,081
+17,694
+20% +$450K 0.01% 625
2025
Q3 		$2.28M Buy
89,387
+6,214
+7% +$158K 0.01% 651
2025
Q2 		$2.1M Buy
83,173
+10,788
+15% +$269K 0.01% 578
2025
Q1 		$1.81M Buy
72,385
+63,305
+697% +$1.59M 0.01% 564
2024
Q4 		$227K Buy
+9,080
New +$229K ﹤0.01% 1333

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $774M AUM 36.06% 1-Year Est. Return

Lido Advisors's IBMR Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 2.5% in Q2 2026, selling an estimated $222K and leaving 338,574 shares worth $8.6M. The position accounts for 0.02% of the portfolio, ranked #381.

Lido Advisors first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.81M in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Lido Advisors held 338,574 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $8.6M as of Q2 2026.
  • Lido Advisors sold 8,765 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $222K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #381 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Lido Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $8.81M in Q1 2026.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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