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IBDVIBDV
11 quarters

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

Yes. Lido Advisors holds 1,600,025 shares of IBDV, worth $34.9M, as of its Q2 2026 13F filing. It reduced the position by 380,259 shares (-19.2%) from Q1 2026. Lido Advisors has held IBDV since Q4 2023, across 11 quarterly 13F filings. IBDV is 0.1% of Lido Advisors' reported 13F portfolio.

Current Value

$34.9M

Current Shares

1.6M

Total Value Change

+$33.5M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.6M
-19.2%
$34.9M0.1%$21.55
0
2026-Q1
Increased
2M
+593.8%
$43.3M0.1%$21.40
56
2025-Q4
Increased
285,447
+5.4%
$6.3M0.0%$21.42
29
2025-Q3
Increased
270,791
+1.1%
$6M0.0%$21.17
27
2025-Q2
Decreased
267,756
-2.1%
$5.9M0.0%$20.77
0
2025-Q1
Decreased
273,480
-27.5%
$5.9M0.0%$20.28
0
2024-Q4
Increased
377,194
+338.3%
$8.1M0.0%$19.79
44
2024-Q3
Decreased
86,061
-7.8%
$1.9M0.0%$20.23
0
2024-Q2
Increased
93,294
+3.9%
$2M0.0%$19.17
27
2024-Q1
Increased
89,797
+39.1%
$1.9M0.0%$19.07
34
2023-Q4
New
64,566
-
$1.4M0.0%$19.14
35

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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