Lido Advisors
HYG icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
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
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.