Lido Advisors’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Lido Advisors’s Portfolio IGBH Stock Details IGBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,372	Closed	-$260K	–	1018
2021 Q3	$260K	Buy	10,372 +306	+3%	+$7.71K	﹤0.01%	797
2021 Q2	$255K	Hold	10,066	–	–	﹤0.01%	776
2021 Q1	$257K	Hold	10,066	–	–	﹤0.01%	719
2020 Q4	$251K	Buy	+10,066	New	+$243K	0.01%	683

Other funds holding IGBH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors's IGBH Position: Q4 2021 in Review

Lido Advisors sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q4 2021, closing a stake of 10,372 shares — an estimated $260K sold.

Lido Advisors first reported a position in IGBH in Q4 2020 and held it in 4 quarters. The position peaked at $260K in Q3 2021. 60 funds tracked by Wall St. Rank hold IGBH as of Q4 2021.

Lido Advisors reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 10,372 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q4 2021, an estimated $260K.
Lido Advisors first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Lido Advisors's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $260K in Q3 2021.
60 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.