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IBHFIBHF
12 quarters

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

Lido Advisors, LLC holds 103,708 shares of IBHF (ISHARES TR), worth $2.3M as of 2026-Q2. The position was decreased (-30.9% shares). IBHF represents 0.0% of Lido Advisors, LLC's portfolio.

Current Value

$2.3M

Current Shares

103,708

Total Value Change

+$2M

Total Shares Change

+88,040

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
103,708
-30.9%
$2.3M0.0%$22.48
0
2026-Q1
Decreased
150,197
-14.0%
$3.4M0.0%$22.45
0
2025-Q4
Increased
174,672
+0.1%
$4.1M0.0%$22.35
27
2025-Q3
Decreased
174,421
-1.9%
$4.1M0.0%$22.15
0
2025-Q2
Decreased
177,875
-7.2%
$4.1M0.0%$21.62
0
2025-Q1
Decreased
191,751
-15.3%
$4.5M0.0%$21.26
0
2024-Q4
Increased
226,324
+18.1%
$5.2M0.0%$20.96
32
2024-Q3
Increased
191,607
+10.7%
$4.5M0.0%$20.72
30
2024-Q2
Increased
173,167
+17.2%
$4M0.0%$19.91
31
2024-Q1
Increased
147,744
+21.7%
$3.4M0.0%$19.67
32
2023-Q4
Increased
121,430
+675.0%
$2.8M0.0%$19.31
42
2023-Q3
New
15,668
-
$353,0000.0%$18.51
33

Other major holders of IBHF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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