Lido Advisors
IBTD

Lido Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Lido Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-57,675
Closed -$1.43M – 1333
2023
Q2 		$1.43M Buy
57,675
+11,544
+25% +$286K 0.01% 442
2023
Q1 		$1.14M Buy
+46,131
New +$1.14M 0.01% 446

Other funds holding IBTD

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 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

Lido Advisors's IBTD Position: Q3 2023 in Review

Lido Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q3 2023, closing a stake of 57,675 shares — an estimated $1.43M sold.

Lido Advisors first reported a position in IBTD in Q1 2023 and held it in 2 quarters. The position peaked at $1.43M in Q2 2023. 212 funds tracked by Wall St. Rank hold IBTD as of Q3 2023.

  • Lido Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 57,675 iShares iBonds Dec 2023 Term Treasury ETF shares in Q3 2023, an estimated $1.43M.
  • Lido Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Lido Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.43M in Q2 2023.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.