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Ishares Ibonds Dec 2027 Term T shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $894k 40k 22.52
2025-03-31 $1.1M 47k 22.42
2024-12-31 $1.1M 49k 22.20
2024-09-30 $1.5M 64k 22.64
2024-06-30 $1.8M 81k 22.08
2024-03-31 $1.6M 70k 22.16
2023-12-31 $1.7M 78k 22.39
2023-09-30 $2.3M 103k 21.85
2023-06-30 $632k 26k 24.81
2023-03-31 $689k 30k 22.66

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View all positions for Lido Advisors

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T