Lido Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Lido Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,036	Closed	-$220K	–	2032
2025 Q4	$220K	Hold	10,036	–	–	﹤0.01%	1720
2025 Q3	$220K	Buy	10,036 +37	+0.4%	+$810	﹤0.01%	1642
2025 Q2	$219K	Buy	9,999 +37	+0.4%	+$805	﹤0.01%	1486
2025 Q1	$217K	Buy	9,962 +22	+0.2%	+$473	﹤0.01%	1351
2024 Q4	$212K	Sell	9,940 -101	-1%	-$2.18K	﹤0.01%	1361
2024 Q3	$222K	Sell	10,041 -2,397	-19%	-$52.4K	﹤0.01%	1287
2024 Q2	$266K	Sell	12,438 -2,032	-14%	-$43.1K	﹤0.01%	1182
2024 Q1	$311K	Buy	+14,470	New	+$312K	﹤0.01%	1082

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lido Advisors's IBTJ Position: Q1 2026 in Review

Lido Advisors sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2026, closing a stake of 10,036 shares — an estimated $220K sold.

Lido Advisors first reported a position in IBTJ in Q1 2024 and held it in 8 quarters. The position peaked at $311K in Q1 2024. 217 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Lido Advisors reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 10,036 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $220K.
Lido Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and held it in 8 quarters.
Lido Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $311K in Q1 2024.
217 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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