Lido Advisors
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Lido Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Lido Advisors’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-29,762
Closed -$1.11M – 1257
2023
Q1 		$1.11M Buy
+29,762
New +$1.12M 0.01% 456

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Morgan Stanley
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Osaic Holdings
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JP Morgan Chase
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Carson Wealth (CWM LLC)
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PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWMS
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Lido Advisors's IFRA Position: Q2 2023 in Review

Lido Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q2 2023, closing a stake of 29,762 shares — an estimated $1.11M sold.

Lido Advisors first reported a position in IFRA in Q1 2023 and held it in 1 quarter. The position peaked at $1.11M in Q1 2023. 325 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

  • Lido Advisors reported no remaining iShares US Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 29,762 iShares US Infrastructure ETF shares in Q2 2023, an estimated $1.11M.
  • Lido Advisors first reported a position in iShares US Infrastructure ETF in Q1 2023 and held it in 1 quarter.
  • Lido Advisors's iShares US Infrastructure ETF position peaked at $1.11M in Q1 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.