Lido Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Lido Advisors’s Portfolio USHY Stock Details USHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$406K	Buy	11,013 +4,392	+66%	+$164K	﹤0.01%	1414
2025 Q4	$250K	Buy	6,621 +859	+15%	+$32.2K	﹤0.01%	1666
2025 Q3	$218K	Buy	+5,762	New	+$216K	﹤0.01%	1648
2024 Q4	–	Sell	-13,106	Closed	-$493K	–	1608
2024 Q3	$493K	Sell	13,106 -163	-1%	-$6.02K	﹤0.01%	967
2024 Q2	$481K	Sell	13,269 -1,202	-8%	-$43.5K	﹤0.01%	942
2024 Q1	$530K	Buy	14,471 +1,076	+8%	+$39.1K	﹤0.01%	883
2023 Q4	$487K	Sell	13,395 -17,038	-56%	-$597K	﹤0.01%	870
2023 Q3	$1.06M	Sell	30,433 -359	-1%	-$12.6K	0.01%	521
2023 Q2	$1.09M	Sell	30,792 -8,298	-21%	-$291K	0.01%	508
2023 Q1	$1.39M	Buy	+39,090	New	+$1.37M	0.01%	410

Other funds holding USHY

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors's USHY Position: Q1 2026 in Review

Lido Advisors increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 66% in Q1 2026, buying an estimated $164K and bringing the position to 11,013 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Lido Advisors first reported a position in USHY in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2023. 648 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

Lido Advisors held 11,013 shares of iShares Broad USD High Yield Corporate Bond ETF worth $406K as of Q1 2026.
Lido Advisors bought 4,392 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $164K.
iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1414 holding.
Lido Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Lido Advisors's iShares Broad USD High Yield Corporate Bond ETF position peaked at $1.39M in Q1 2023.
648 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

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