Lido Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lido Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.05M	Buy	13,205 +999	+8%	+$80.4K	﹤0.01%	946
2025 Q4	$990K	Sell	12,206 -35,741	-75%	-$2.88M	﹤0.01%	1009
2025 Q3	$3.89M	Buy	47,947 +35,512	+286%	+$2.86M	0.01%	501
2025 Q2	$1M	Sell	12,435 -116,028	-90%	-$9.14M	﹤0.01%	849
2025 Q1	$10.1M	Buy	128,463 +113,148	+739%	+$8.98M	0.05%	233
2024 Q4	$1.2M	Sell	15,315 -2,485	-14%	-$197K	0.01%	691
2024 Q3	$1.43M	Sell	17,800 -4,398	-20%	-$346K	0.01%	577
2024 Q2	$1.71M	Buy	22,198 +276	+1%	+$21.2K	0.01%	486
2024 Q1	$1.7M	Sell	21,922 -1,137	-5%	-$87.9K	0.01%	472
2023 Q4	$1.78M	Sell	23,059 -44,937	-66%	-$3.35M	0.01%	446
2023 Q3	$5.01M	Sell	67,996 -3,357	-5%	-$251K	0.04%	242
2023 Q2	$5.36M	Sell	71,353 -6,885	-9%	-$514K	0.04%	211
2023 Q1	$5.91M	Sell	78,238 -17,808	-19%	-$1.33M	0.06%	188
2022 Q4	$7.07M	Buy	96,046 +57,632	+150%	+$4.25M	0.09%	125
2022 Q3	$2.74M	Buy	38,414 +507	+1%	+$38.3K	0.03%	209
2022 Q2	$2.79M	Buy	37,907 +4,072	+12%	+$317K	0.04%	189
2022 Q1	$2.78M	Buy	33,835 +4,252	+14%	+$355K	0.03%	220
2021 Q4	$2.57M	Buy	29,583 +2,993	+11%	+$260K	0.03%	231
2021 Q3	$2.33M	Sell	26,590 -1,098	-4%	-$96.3K	0.03%	253
2021 Q2	$2.44M	Buy	27,688 +4,350	+19%	+$380K	0.03%	237
2021 Q1	$2.04M	Buy	23,338 +1,842	+9%	+$160K	0.04%	224
2020 Q4	$1.88M	Sell	21,496 -4,139	-16%	-$354K	0.04%	219
2020 Q3	$2.15M	Buy	25,635 +1,659	+7%	+$140K	0.06%	161
2020 Q2	$1.96M	Buy	23,976 +2,059	+9%	+$166K	0.06%	162
2020 Q1	$1.69M	Buy	21,917 +2,827	+15%	+$239K	0.07%	153
2019 Q4	$1.68M	Buy	19,090 +16,475	+630%	+$1.43M	0.07%	173
2019 Q3	$228K	Sell	2,615 -893	-25%	-$77.6K	0.01%	520
2019 Q2	$305K	Buy	3,508 +1,186	+51%	+$102K	0.02%	422
2019 Q1	$200K	Sell	2,322 -630	-21%	-$53.5K	0.01%	499
2018 Q4	$239K	Hold	2,952	–	–	0.02%	359
2018 Q3	$255K	Sell	2,952 -454	-13%	-$39K	0.02%	373
2018 Q2	$289K	Buy	3,406 +21	+0.6%	+$1.8K	0.03%	317
2018 Q1	$289K	Hold	3,385	–	–	0.04%	291
2017 Q4	$295K	Hold	3,385	–	–	0.04%	230
2017 Q3	$299K	Buy	3,385 +91	+3%	+$8.03K	0.05%	207
2017 Q2	$291K	Hold	3,294	–	–	0.06%	182
2017 Q1	$289K	Buy	3,294 +101	+3%	+$8.82K	0.08%	157
2016 Q4	$276K	Hold	3,193	–	–	0.07%	144
2016 Q3	$279K	Buy	+3,193	New	+$275K	0.09%	110
2016 Q2	–	Sell	-10,007	Closed	-$817K	–	168
2016 Q1	$817K	Buy	+10,007	New	+$794K	0.28%	37

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lido Advisors's HYG Position: Q1 2026 in Review

Lido Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 8.2% in Q1 2026, buying an estimated $80.4K and bringing the position to 13,205 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Lido Advisors first reported a position in HYG in Q1 2016 and has held it in 40 quarters since. The position peaked at $10.1M in Q1 2025. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Lido Advisors held 13,205 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.05M as of Q1 2026.
Lido Advisors bought 999 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $80.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #946 holding.
Lido Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and has held it in 40 quarters since.
Lido Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.1M in Q1 2025.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.