Lido Advisors
IBTJ icon

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

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TPWA
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BCM
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FAC
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AAIM
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