Lido Advisors
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Lido Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Lido Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
11,724
+1,699
+17% +$38.6K ﹤0.01% 1805
2026
Q1 		$230K Buy
10,025
+327
+3% +$7.55K ﹤0.01% 1714
2025
Q4 		$224K Buy
+9,698
New +$225K ﹤0.01% 1711

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors's IBTM Position: Q2 2026 in Review

Lido Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 17% in Q2 2026, buying an estimated $38.6K and bringing the position to 11,724 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Lido Advisors first reported a position in IBTM in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Lido Advisors held 11,724 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $266K as of Q2 2026.
  • Lido Advisors bought 1,699 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $38.6K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1805 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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