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IBDVIBDV
11 quarters

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

Lido Advisors, LLC holds 1.6M shares of IBDV (ISHARES TR), worth $34.9M as of 2026-Q2. The position was decreased (-19.2% shares). IBDV represents 0.1% of Lido Advisors, LLC's 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%$21.72
0
2026-Q1
Increased
2M
+593.8%
$43.3M0.1%$21.56
56
2025-Q4
Increased
285,447
+5.4%
$6.3M0.0%$21.58
29
2025-Q3
Increased
270,791
+1.1%
$6M0.0%$21.33
27
2025-Q2
Decreased
267,756
-2.1%
$5.9M0.0%$20.93
0
2025-Q1
Decreased
273,480
-27.5%
$5.9M0.0%$20.44
0
2024-Q4
Increased
377,194
+338.3%
$8.1M0.0%$19.95
44
2024-Q3
Decreased
86,061
-7.8%
$1.9M0.0%$20.38
0
2024-Q2
Increased
93,294
+3.9%
$2M0.0%$19.32
27
2024-Q1
Increased
89,797
+39.1%
$1.9M0.0%$19.22
34
2023-Q4
New
64,566
-
$1.4M0.0%$19.29
35

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

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