Lido Advisors
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Lido Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Lido Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Sell
24,595
-4,826
-16% -$253K ﹤0.01% 977
2026
Q1 		$1.55M Sell
29,421
-1,442
-5% -$76.2K ﹤0.01% 786
2025
Q4 		$1.63M Sell
30,863
-67
-0.2% -$3.55K ﹤0.01% 790
2025
Q3 		$1.64M Buy
30,930
+467
+2% +$24.6K 0.01% 753
2025
Q2 		$1.61M Buy
30,463
+427
+1% +$22.3K 0.01% 661
2025
Q1 		$1.57M Sell
30,036
-19,508
-39% -$1.01M 0.01% 603
2024
Q4 		$2.56M Buy
49,544
+4,874
+11% +$253K 0.01% 467
2024
Q3 		$2.35M Sell
44,670
-23,067
-34% -$1.2M 0.01% 433
2024
Q2 		$3.47M Buy
67,737
+33,496
+98% +$1.71M 0.02% 347
2024
Q1 		$1.76M Buy
34,241
+28,001
+449% +$1.43M 0.01% 459
2023
Q4 		$320K Buy
+6,240
New +$313K ﹤0.01% 1008
2023
Q3 		– Sell
-5,305
Closed -$266K – 1265
2023
Q2 		$266K Sell
5,305
-254
-5% -$12.8K ﹤0.01% 990
2023
Q1 		$281K Sell
5,559
-132
-2% -$6.63K ﹤0.01% 888
2022
Q4 		$284K Buy
5,691
+943
+20% +$46.7K ﹤0.01% 802
2022
Q3 		$233K Buy
4,748
+727
+18% +$36.7K ﹤0.01% 845
2022
Q2 		$203K Sell
4,021
-31,235
-89% -$1.59M ﹤0.01% 873
2022
Q1 		$1.82M Buy
35,256
+5,044
+17% +$266K 0.02% 275
2021
Q4 		$1.63M Sell
30,212
-929
-3% -$50.3K 0.02% 316
2021
Q3 		$1.7M Buy
31,141
+641
+2% +$35.1K 0.02% 295
2021
Q2 		$1.67M Sell
30,500
-679
-2% -$37.2K 0.02% 282
2021
Q1 		$1.71M Sell
31,179
-43,339
-58% -$2.38M 0.03% 249
2020
Q4 		$4.11M Sell
74,518
-7,969
-10% -$438K 0.09% 134
2020
Q3 		$4.53M Buy
+82,487
New +$4.53M 0.12% 104
2020
Q1 		– Sell
-3,754
Closed -$201K – 625
2019
Q4 		$201K Buy
+3,754
New +$201K 0.01% 620
2019
Q3 		– Sell
-5,351
Closed -$285K – 590
2019
Q2 		$285K Buy
+5,351
New +$283K 0.02% 433
2016
Q4 		– Sell
-9,196
Closed -$486K – 228
2016
Q3 		$486K Hold
9,196
– – 0.15% 68
2016
Q2 		$488K Sell
9,196
-40,208
-81% -$2.12M 0.15% 65
2016
Q1 		$2.6M Buy
+49,404
New +$2.59M 0.88% 11

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors's IGSB Position: Q2 2026 in Review

Lido Advisors reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 16% in Q2 2026, selling an estimated $253K and leaving 24,595 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Lido Advisors first reported a position in IGSB in Q1 2016 and has held it in 28 quarters since. The position peaked at $4.53M in Q3 2020. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Lido Advisors held 24,595 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $1.29M as of Q2 2026.
  • Lido Advisors sold 4,826 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $253K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #977 holding.
  • Lido Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Lido Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.53M in Q3 2020.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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