Lido Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTI
Lido Advisors's IBTI Position: Q3 2026 in Review
Lido Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 11% in Q3 2026, buying an estimated $81.2K and bringing the position to 37,196 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.
Lido Advisors first reported a position in IBTI in Q4 2023 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold IBTI as of Q3 2026.
- Lido Advisors held 37,196 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $819K as of Q3 2026.
- Lido Advisors bought 3,684 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2026, an estimated $81.2K.
- iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1200 holding.
- Lido Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
- 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2026.
Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.