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Showing 8 of 11 quarters

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

Yes. Lido Advisors holds 2,852,951 shares of IBDU, worth $66.1M, as of its Q2 2026 13F filing. It reduced the position by 414,065 shares (-12.7%) from Q1 2026. Lido Advisors has held IBDU since Q4 2023, across 11 quarterly 13F filings. IBDU is 0.2% of Lido Advisors' reported 13F 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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