Lido Advisors
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Lido Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Lido Advisors’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.44M Sell
150,251
-16,061
-10% -$367K 0.01% 602
2026
Q2 		$3.81M Sell
166,312
-41,425
-20% -$948K 0.01% 577
2026
Q1 		$4.76M Sell
207,737
-31,827
-13% -$729K 0.01% 467
2025
Q4 		$5.5M Buy
239,564
+150
+0.1% +$3.44K 0.02% 446
2025
Q3 		$5.49M Sell
239,414
-2,415
-1% -$55.3K 0.02% 426
2025
Q2 		$5.55M Sell
241,829
-10,879
-4% -$249K 0.02% 347
2025
Q1 		$5.8M Sell
252,708
-9,159
-3% -$209K 0.03% 316
2024
Q4 		$5.97M Sell
261,867
-21,989
-8% -$502K 0.03% 295
2024
Q3 		$6.55M Sell
283,856
-29,310
-9% -$671K 0.03% 271
2024
Q2 		$7.09M Buy
313,166
+8,771
+3% +$198K 0.04% 239
2024
Q1 		$6.91M Buy
304,395
+12,382
+4% +$282K 0.04% 228
2023
Q4 		$6.67M Buy
292,013
+76,089
+35% +$1.72M 0.05% 228
2023
Q3 		$4.85M Buy
215,924
+2,064
+1% +$46.5K 0.04% 247
2023
Q2 		$4.84M Sell
213,860
-2,966
-1% -$68.1K 0.03% 231
2023
Q1 		$5M Buy
+216,826
New +$4.96M 0.05% 210

Other funds holding IBTG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Lido Advisors's IBTG Position: Q3 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 9.7% in Q3 2026, selling an estimated $367K and leaving 150,251 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #602.

Lido Advisors first reported a position in IBTG in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.09M in Q2 2024. 199 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Lido Advisors held 150,251 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.44M as of Q3 2026.
  • Lido Advisors sold 16,061 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $367K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #602 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
  • Lido Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.09M in Q2 2024.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.