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

Lido Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$582K	Buy	26,107 +5,654	+28%	+$126K	﹤0.01%	1220
2025 Q4	$458K	Buy	+20,453	New	+$458K	﹤0.01%	1337
2024 Q4	–	Sell	-14,386	Closed	-$324K	–	1543
2024 Q3	$324K	Buy	14,386 +2,900	+25%	+$64.6K	﹤0.01%	1132
2024 Q2	$251K	Hold	11,486	–	–	﹤0.01%	1200
2024 Q1	$252K	Hold	11,486	–	–	﹤0.01%	1167
2023 Q4	$255K	Buy	+11,486	New	+$249K	﹤0.01%	1110

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Lido Advisors's IBTI Position: Q1 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 28% in Q1 2026, buying an estimated $126K and bringing the position to 26,107 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Lido Advisors first reported a position in IBTI in Q4 2023 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

Lido Advisors held 26,107 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $582K as of Q1 2026.
Lido Advisors bought 5,654 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $126K.
iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1220 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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