Question 1

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

Accepted Answer

Lido Advisors, LLC previously held 0 shares of IBTF (ISHARES TR) before exiting the position in 2025-Q4.

Question 2

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

Accepted Answer

Lido Advisors, LLC's IBTF position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is Lido Advisors, LLC buying or selling IBTF?

Accepted Answer

In 2025-Q4, Lido Advisors, LLC exited their IBTF position entirely (-100.0% change in shares).

Question 4

When did Lido Advisors, LLC first buy IBTF?

Accepted Answer

Based on available 13F filings, Lido Advisors, LLC first reported a position in IBTF in 2023-Q1. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.22	0
2025-Q3	Decreased	310,325	-1.4%	$7.3M	0.0%	$23.13	0
2025-Q2	Decreased	314,746	-2.7%	$7.4M	0.0%	$22.87	0
2025-Q1	Decreased	323,618	-9.7%	$7.6M	0.0%	$22.65	0
2024-Q4	Decreased	358,196	-6.9%	$8.4M	0.0%	$22.42	0
2024-Q3	Decreased	384,646	-3.9%	$9M	0.0%	$22.23	0
2024-Q2	Decreased	400,198	-0.0%	$9.3M	0.1%	$21.79	0
2024-Q1	Increased	400,251	+2.3%	$9.3M	0.1%	$21.56	28
2023-Q4	Increased	391,239	+56.0%	$9.1M	0.1%	$21.46	39
2023-Q3	Increased	250,755	+8.9%	$5.8M	0.0%	$20.97	30
2023-Q2	Increased	230,233	+5.2%	$5.3M	0.0%	$20.81	28
2023-Q1	New	218,894	-	$5.2M	0.1%	$20.94	37

IBTF12 quarters

IBTF
12 quarters