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 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Lido Advisors's IBTG Position: Q2 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 20% in Q2 2026, selling an estimated $948K and leaving 166,312 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #577.

Lido Advisors first reported a position in IBTG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.09M in Q2 2024. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Lido Advisors held 166,312 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $3.81M as of Q2 2026.
Lido Advisors sold 41,425 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $948K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #577 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.09M in Q2 2024.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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