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Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES TR

Lido Advisors, LLC holds 2.9M shares of IBDU (ISHARES TR), worth $66.1M as of 2026-Q2. The position was decreased (-12.7% shares). IBDU represents 0.2% of Lido Advisors, LLC's portfolio.

Current Value

$66.1M

Current Shares

2.9M

Total Value Change

+$57.4M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.9M
-12.7%
$66.1M0.2%$22.99
0
2026-Q1
Increased
3.3M
+129.3%
$76M0.2%$22.82
57
2025-Q4
Increased
1.4M
+1.0%
$33.4M0.1%$22.79
29
2025-Q3
Increased
1.4M
+21.3%
$33.1M0.1%$22.50
41
2025-Q2
Increased
1.2M
+12.4%
$27.1M0.1%$22.11
39
2025-Q1
Increased
1M
+56.2%
$23.9M0.1%$21.66
48
2024-Q4
Increased
662,010
+79.1%
$15.1M0.1%$21.19
43
2024-Q3
Increased
369,696
+38.7%
$8.7M0.0%$21.50
36

Other major holders of IBDU: BANK OF AMERICA CORP /DE/, Aptus Capital Advisors, LLC

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