Question 1

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

Accepted Answer

As of 2026-Q2, Lido Advisors, LLC holds 338,574 shares of IBMR (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q2, Lido Advisors, LLC's IBMR position is worth $8.6M.

Question 3

Is Lido Advisors, LLC buying or selling IBMR?

Accepted Answer

In 2026-Q2, Lido Advisors, LLC decreased their IBMR position (-2.5% change in shares).

Question 4

When did Lido Advisors, LLC first buy IBMR?

Accepted Answer

Based on available 13F filings, Lido Advisors, LLC first reported a position in IBMR in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	338,574	-2.5%	$8.6M	0.0%	$25.34	0
2026-Q1	Increased	347,339	+224.4%	$8.8M	0.0%	$25.14	44
2025-Q4	Increased	107,081	+19.8%	$2.7M	0.0%	$25.11	31
2025-Q3	Increased	89,387	+7.5%	$2.3M	0.0%	$25.00	28
2025-Q2	Increased	83,173	+14.9%	$2.1M	0.0%	$24.54	30
2025-Q1	Increased	72,385	+697.2%	$1.8M	0.0%	$24.20	42
2024-Q4	New	9,080	-	$226,806	0.0%	$24.04	32

IBMR7 quarters

IBMR
7 quarters