Lido Advisors
IBTH icon

Lido Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Lido Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
51,684
+9,699
+23% +$218K ﹤0.01% 907
2025
Q4 		$945K Buy
41,985
+2,302
+6% +$51.8K ﹤0.01% 1030
2025
Q3 		$894K Buy
+39,683
New +$891K ﹤0.01% 994
2025
Q2 		– Sell
-47,338
Closed -$1.06M – 1702
2025
Q1 		$1.06M Sell
47,338
-1,176
-2% -$26.2K 0.01% 755
2024
Q4 		$1.08M Sell
48,514
-15,783
-25% -$352K 0.01% 737
2024
Q3 		$1.46M Sell
64,297
-16,234
-20% -$364K 0.01% 571
2024
Q2 		$1.78M Buy
80,531
+10,189
+14% +$224K 0.01% 481
2024
Q1 		$1.56M Sell
70,342
-7,577
-10% -$168K 0.01% 501
2023
Q4 		$1.74M Sell
77,919
-25,377
-25% -$557K 0.02% 453
2023
Q3 		$2.26M Buy
103,296
+77,827
+306% +$1.71M 0.03% 353
2023
Q2 		$565K Sell
25,469
-4,956
-16% -$112K 0.01% 692
2023
Q1 		$689K Buy
+30,425
New +$683K 0.01% 574

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GI
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