Lido Advisors
IBTF

Lido Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Lido Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-310,325
Closed -$7.25M – 1935
2025
Q3 		$7.25M Sell
310,325
-4,421
-1% -$103K 0.02% 360
2025
Q2 		$7.35M Sell
314,746
-8,872
-3% -$207K 0.03% 298
2025
Q1 		$7.56M Sell
323,618
-34,578
-10% -$807K 0.03% 273
2024
Q4 		$8.35M Sell
358,196
-26,450
-7% -$617K 0.04% 239
2024
Q3 		$9.01M Sell
384,646
-15,552
-4% -$362K 0.04% 217
2024
Q2 		$9.29M Sell
400,198
-53
-0% -$1.23K 0.05% 191
2024
Q1 		$9.3M Buy
400,251
+9,012
+2% +$209K 0.05% 183
2023
Q4 		$9.11M Buy
391,239
+140,484
+56% +$3.25M 0.06% 176
2023
Q3 		$5.79M Buy
250,755
+20,522
+9% +$474K 0.04% 210
2023
Q2 		$5.33M Buy
230,233
+11,339
+5% +$265K 0.04% 212
2023
Q1 		$5.15M Buy
+218,894
New +$5.11M 0.05% 203

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Lido Advisors's IBTF Position: Q4 2025 in Review

Lido Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 310,325 shares — an estimated $7.25M sold.

Lido Advisors first reported a position in IBTF in Q1 2023 and held it in 11 quarters. The position peaked at $9.3M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Lido Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Lido Advisors sold 310,325 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $7.25M.
  • Lido Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q1 2023 and held it in 11 quarters.
  • Lido Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $9.3M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Lido Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.