Question 1

How many shares of IBDX does Lido Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Lido Advisors, LLC holds 245,637 shares of IBDX (ISHARES TR).

Question 2

What is Lido Advisors, LLC's IBDX position worth?

Accepted Answer

As of 2026-Q2, Lido Advisors, LLC's IBDX position is worth $6.2M.

Question 3

Is Lido Advisors, LLC buying or selling IBDX?

Accepted Answer

In 2026-Q2, Lido Advisors, LLC increased their IBDX position (+1.9% change in shares).

Question 4

When did Lido Advisors, LLC first buy IBDX?

Accepted Answer

Based on available 13F filings, Lido Advisors, LLC first reported a position in IBDX in 2023-Q4. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	245,637	+1.9%	$6.2M	0.0%	$25.09	28
2026-Q1	Increased	241,095	+36.9%	$6.1M	0.0%	$24.87	35
2025-Q4	Increased	176,103	+5.5%	$4.5M	0.0%	$24.93	28
2025-Q3	Increased	166,871	+4.0%	$4.3M	0.0%	$24.63	28
2025-Q2	Increased	160,433	+2.6%	$4.1M	0.0%	$24.01	27
2025-Q1	Decreased	156,386	-22.3%	$3.9M	0.0%	$23.44	0
2024-Q4	Increased	201,194	+486.5%	$4.9M	0.0%	$22.86	43
2024-Q3	Decreased	34,303	-6.4%	$881,930	0.0%	$23.52	0
2024-Q2	Increased	36,659	+7.1%	$900,345	0.0%	$22.19	27
2024-Q1	Increased	34,223	+227.5%	$849,072	0.0%	$22.14	40
2023-Q4	New	10,451	-	$263,678	0.0%	$22.33	32

IBDX11 quarters

IBDX
11 quarters