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

Lido Advisors, LLC holds 40,725 shares of IBHH (ISHARES TR), worth $957,060 as of 2026-Q2. The position was decreased (-13.5% shares). IBHH represents 0.0% of Lido Advisors, LLC's portfolio.

Current Value

$957,060

Current Shares

40,725

Total Value Change

-$391,019

Total Shares Change

-15,917

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
40,725
-13.5%
$957,0600.0%$23.26
0
2026-Q1
Decreased
47,104
-9.0%
$1.1M0.0%$22.87
0
2025-Q4
Unchanged
51,765
0.0%
$1.2M0.0%$22.83
0
2025-Q3
Decreased
51,765
-2.2%
$1.2M0.0%$22.56
0
2025-Q2
Decreased
52,938
-1.2%
$1.3M0.0%$22.07
0
2025-Q1
Decreased
53,583
-5.4%
$1.3M0.0%$21.37
0
2024-Q4
Unchanged
56,642
0.0%
$1.3M0.0%$21.14
0
2024-Q3
Decreased
56,642
-10.9%
$1.3M0.0%$21.05
0

Other major holders of IBHH: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LPL Financial LLC

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