Lido Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,386	Closed	-$324K	–	1348
2024 Q3	$324K	Buy	14,386 +2,900	+25%	+$65.3K	﹤0.01%	1017
2024 Q2	$251K	Hold	11,486	–	–	﹤0.01%	1074
2024 Q1	$252K	Hold	11,486	–	–	﹤0.01%	1058
2023 Q4	$255K	Buy	+11,486	New	+$255K	﹤0.01%	999