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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.55M Sell
241,829
-10,879
-4% -$249K 0.02% 327
2025
Q1
$5.8M Sell
252,708
-9,159
-3% -$210K 0.03% 302
2024
Q4
$5.97M Sell
261,867
-21,989
-8% -$502K 0.03% 278
2024
Q3
$6.55M Sell
283,856
-29,310
-9% -$676K 0.03% 253
2024
Q2
$7.09M Buy
313,166
+8,771
+3% +$199K 0.04% 224
2024
Q1
$6.91M Buy
304,395
+12,382
+4% +$281K 0.04% 216
2023
Q4
$6.67M Buy
292,013
+76,089
+35% +$1.74M 0.05% 216
2023
Q3
$4.85M Buy
215,924
+2,064
+1% +$46.4K 0.04% 234
2023
Q2
$4.84M Sell
213,860
-2,966
-1% -$67.2K 0.03% 218
2023
Q1
$5M Buy
+216,826
New +$5M 0.05% 199