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 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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Lido Advisors's IBTG Position: Q1 2026 in Review

Lido Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 13% in Q1 2026, selling an estimated $729K and leaving 207,737 shares worth $4.76M. The position accounts for 0.01% of the portfolio, ranked #467.

Lido Advisors first reported a position in IBTG in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.09M in Q2 2024. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Lido Advisors held 207,737 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.76M as of Q1 2026.
Lido Advisors sold 31,827 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $729K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #467 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Lido Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.09M in Q2 2024.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.