Lido Advisors
IBMV

Lido Advisors’s iShares iBonds Dec 2033 Term Muni Bond ETF IBMV Stock Holding History

Lido Advisors’s Portfolio IBMV Stock Details IBMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+8,000
New +$203K ﹤0.01% 1961

Other funds holding IBMV

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
HFO
Heritage Family Offices Scottsdale, Arizona $259M AUM 24.39% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

Lido Advisors's IBMV Position: Q2 2026 in Review

Lido Advisors opened a new position in iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) in Q2 2026: 8,000 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings.

6 funds tracked by Wall St. Rank hold IBMV as of Q2 2026.

  • Lido Advisors held 8,000 shares of iShares iBonds Dec 2033 Term Muni Bond ETF worth $203K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF was a new Lido Advisors position in Q2 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1961 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Muni Bond ETF as of Q2 2026.

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