Lido Advisors
IBTL icon

Lido Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Lido Advisors’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
11,886
+1,938
+19% +$39.2K ﹤0.01% 1862
2026
Q1 		$203K Buy
+9,948
New +$204K ﹤0.01% 1772

Other funds holding IBTL

Wells Fargo
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Lido Advisors's IBTL Position: Q2 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 19% in Q2 2026, buying an estimated $39.2K and bringing the position to 11,886 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Lido Advisors first reported a position in IBTL in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Lido Advisors held 11,886 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $240K as of Q2 2026.
  • Lido Advisors bought 1,938 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $39.2K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1862 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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