Lido Advisors
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Buy
83,173
+10,788
+15% +$272K 0.01% 532
2025
Q1 		$1.81M Buy
72,385
+63,305
+697% +$1.59M 0.01% 532
2024
Q4 		$227K Buy
+9,080
New +$227K ﹤0.01% 1215