Lido Advisors
IBTE

Lido Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Lido Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-326,628
Closed -$7.84M – 1625
2024
Q3 		$7.84M Sell
326,628
-29,035
-8% -$695K 0.04% 241
2024
Q2 		$8.53M Sell
355,663
-9,355
-3% -$224K 0.05% 203
2024
Q1 		$8.74M Sell
365,018
-32,442
-8% -$775K 0.05% 194
2023
Q4 		$9.48M Buy
397,460
+146,248
+58% +$3.48M 0.06% 168
2023
Q3 		$5.99M Buy
251,212
+33,485
+15% +$797K 0.05% 202
2023
Q2 		$5.18M Buy
217,727
+15,565
+8% +$372K 0.04% 221
2023
Q1 		$4.85M Buy
+202,162
New +$4.83M 0.05% 214

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Lido Advisors's IBTE Position: Q4 2024 in Review

Lido Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 326,628 shares — an estimated $7.84M sold.

Lido Advisors first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $9.48M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Lido Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 326,628 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $7.84M.
  • Lido Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Lido Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $9.48M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.