Lido Advisors’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

Lido Advisors’s Portfolio GVI Stock Details GVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-38,379	Closed	-$4.52M	–	662
2020 Q2	$4.52M	Buy	38,379 +548	+1%	+$63.9K	0.14%	98
2020 Q1	$4.34M	Buy	37,831 +2,128	+6%	+$242K	0.18%	78
2019 Q4	$4.02M	Buy	35,703 +6,163	+21%	+$696K	0.16%	94
2019 Q3	$3.35M	Buy	29,540 +3,168	+12%	+$357K	0.17%	87
2019 Q2	$2.96M	Buy	26,372 +3,495	+15%	+$387K	0.17%	86
2019 Q1	$2.52M	Buy	22,877 +1,251	+6%	+$136K	0.16%	88
2018 Q4	$2.34M	Buy	21,626 +2,401	+12%	+$257K	0.23%	67
2018 Q3	$2.06M	Buy	19,225 +2,006	+12%	+$216K	0.2%	74
2018 Q2	$1.85M	Buy	17,219 +1,135	+7%	+$122K	0.21%	70
2018 Q1	$1.74M	Buy	+16,084	New	+$1.74M	0.24%	63
2017 Q4	–	Sell	-3,044	Closed	-$336K	–	316
2017 Q3	$336K	Sell	3,044 -3,287	-52%	-$365K	0.05%	195
2017 Q2	$701K	Buy	6,331 +2,310	+57%	+$256K	0.15%	87
2017 Q1	$444K	Buy	+4,021	New	+$442K	0.12%	112

Other funds holding GVI

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Lido Advisors's GVI Position: Q3 2020 in Review

Lido Advisors sold out of iShares Intermediate Government/Credit Bond ETF (GVI) in Q3 2020, closing a stake of 38,379 shares — an estimated $4.52M sold.

Lido Advisors first reported a position in GVI in Q1 2017 and held it in 13 quarters. The position peaked at $4.52M in Q2 2020. 198 funds tracked by Wall St. Rank hold GVI as of Q3 2020.

Lido Advisors reported no remaining iShares Intermediate Government/Credit Bond ETF position as of Q3 2020 after selling out during the quarter.
Lido Advisors sold 38,379 iShares Intermediate Government/Credit Bond ETF shares in Q3 2020, an estimated $4.52M.
Lido Advisors first reported a position in iShares Intermediate Government/Credit Bond ETF in Q1 2017 and held it in 13 quarters.
Lido Advisors's iShares Intermediate Government/Credit Bond ETF position peaked at $4.52M in Q2 2020.
198 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2020.

Based on Lido Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.