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
2022 Q2	–	Sell	-5,200	Closed	-$427K	–	996
2022 Q1	$427K	Hold	5,200	–	–	﹤0.01%	643
2021 Q4	$452K	Buy	+5,200	New	+$451K	﹤0.01%	650

Other funds holding HYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Lido Advisors's HYG Position: Q2 2026 in Review

Lido Advisors increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 1.5% in Q2 2026, buying an estimated $15.8K and bringing the position to 13,403 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Lido Advisors first reported a position in HYG in Q1 2016 and has held it in 41 quarters since. The position peaked at $10.1M in Q1 2025. 991 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

Lido Advisors held 13,403 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $1.07M as of Q2 2026.
Lido Advisors bought 198 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $15.8K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1060 holding.
Lido Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $10.1M in Q1 2025.
991 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

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