Lido Advisors
IBTO icon

Lido Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Lido Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Hold
50,214
– – ﹤0.01% 885
2025
Q4 		$1.23M Buy
+50,214
New +$1.24M ﹤0.01% 909

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's IBTO Position: Q1 2026 in Review

Lido Advisors held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q1 2026 at 50,214 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Lido Advisors first reported a position in IBTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Lido Advisors held 50,214 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.22M as of Q1 2026.
  • Lido Advisors left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #885 holding.
  • Lido Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Lido Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.23M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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