Lido Advisors
GOVT icon

Lido Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lido Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Sell
15,617
-3,011
-16% -$68.6K ﹤0.01% 1663
2026
Q1 		$427K Sell
18,628
-467
-2% -$10.8K ﹤0.01% 1388
2025
Q4 		$441K Buy
19,095
+3,156
+20% +$73.1K ﹤0.01% 1353
2025
Q3 		$369K Sell
15,939
-932
-6% -$21.4K ﹤0.01% 1384
2025
Q2 		$388K Sell
16,871
-254
-1% -$5.78K ﹤0.01% 1213
2025
Q1 		$394K Sell
17,125
-12,782
-43% -$290K ﹤0.01% 1098
2024
Q4 		$687K Sell
29,907
-956
-3% -$21.8K ﹤0.01% 902
2024
Q3 		$724K Sell
30,863
-8,665
-22% -$201K ﹤0.01% 830
2024
Q2 		$892K Buy
39,528
+2,265
+6% +$50.8K 0.01% 703
2024
Q1 		$848K Buy
37,263
+2,348
+7% +$53.4K 0.01% 726
2023
Q4 		$804K Buy
34,915
+4,100
+13% +$91.3K 0.01% 698
2023
Q3 		$679K Sell
30,815
-5,721
-16% -$129K 0.01% 657
2023
Q2 		$837K Buy
36,536
+19,740
+118% +$458K 0.01% 585
2023
Q1 		$393K Sell
16,796
-17,239
-51% -$398K ﹤0.01% 780
2022
Q4 		$774K Buy
34,035
+23,203
+214% +$527K 0.01% 468
2022
Q3 		$246K Buy
+10,832
New +$257K ﹤0.01% 832
2022
Q1 		– Sell
-13,702
Closed -$365K – 1038
2021
Q4 		$365K Buy
+13,702
New +$363K ﹤0.01% 730
2021
Q3 		– Sell
-12,833
Closed -$341K – 985
2021
Q2 		$341K Sell
12,833
-4,780
-27% -$126K ﹤0.01% 666
2021
Q1 		$461K Sell
17,613
-3,681
-17% -$98.4K 0.01% 524
2020
Q4 		$580K Buy
21,294
+2,479
+13% +$68.4K 0.01% 448
2020
Q3 		$526K Sell
18,815
-3,593
-16% -$101K 0.01% 366
2020
Q2 		$627K Sell
22,408
-1,658
-7% -$46.4K 0.02% 306
2020
Q1 		$674K Buy
24,066
+3,065
+15% +$82.2K 0.03% 278
2019
Q4 		$545K Buy
+21,001
New +$548K 0.02% 369

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Lido Advisors's GOVT Position: Q2 2026 in Review

Lido Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 16% in Q2 2026, selling an estimated $68.6K and leaving 15,617 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Lido Advisors first reported a position in GOVT in Q4 2019 and has held it in 24 quarters since. The position peaked at $892K in Q2 2024. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Lido Advisors held 15,617 shares of iShares US Treasury Bond ETF worth $356K as of Q2 2026.
  • Lido Advisors sold 3,011 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $68.6K.
  • iShares US Treasury Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1663 holding.
  • Lido Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Lido Advisors's iShares US Treasury Bond ETF position peaked at $892K in Q2 2024.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.