Lido Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Lido Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	24,792 +2,500	+11%	+$49K	﹤0.01%	1497
2026 Q1	$440K	Buy	22,292 +2,482	+13%	+$49.2K	﹤0.01%	1367
2025 Q4	$393K	Buy	+19,810	New	+$394K	﹤0.01%	1415

Other funds holding IBTK

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Lido Advisors's IBTK Position: Q2 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 11% in Q2 2026, buying an estimated $49K and bringing the position to 24,792 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Lido Advisors first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Lido Advisors held 24,792 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $484K as of Q2 2026.
Lido Advisors bought 2,500 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $49K.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1497 holding.
Lido Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.