LFASL
HYG icon

Lugano Financial Advisors SA (LFA)’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q2 		$12.4K Sell
155
-984
-86% -$78.7K 0.01% 236
2026
Q1 		$89.7K Buy
1,139
+900
+377% +$72.4K 0.05% 118
2025
Q4 		$19.3K Hold
239
– – 0.01% 197
2025
Q3 		$19.3K Hold
239
– – 0.01% 190
2025
Q2 		$19.1K Hold
239
– – 0.01% 188
2025
Q1 		$18.9K Sell
239
-873
-79% -$69.3K 0.01% 164
2024
Q4 		$87.5K Sell
1,112
-1,100
-50% -$87.3K 0.06% 119
2024
Q3 		$178K Hold
2,212
– – 0.12% 80
2024
Q2 		$171K Hold
2,212
– – 0.13% 71
2024
Q1 		$172K Hold
2,212
– – 0.13% 74
2023
Q4 		$171K Sell
2,212
-364
-14% -$27.1K 0.13% 61
2023
Q3 		$190K Sell
2,576
-50
-2% -$3.73K 0.16% 55
2023
Q2 		$197K Sell
2,626
-110
-4% -$8.21K 0.13% 74
2023
Q1 		$207K Sell
2,736
-50
-2% -$3.75K 0.16% 46
2022
Q4 		$205K Sell
2,786
-16
-0.6% -$1.18K 0.15% 57
2022
Q3 		$200K Sell
2,802
-38,928
-93% -$2.94M 0.16% 65
2022
Q2 		$3.07M Buy
41,730
+4,554
+12% +$354K 2.15% 17
2022
Q1 		$3.06M Sell
37,176
-2,057
-5% -$172K 2.05% 16
2021
Q4 		$3.41M Sell
39,233
-311
-0.8% -$27K 1.97% 17
2021
Q3 		$3.46M Buy
39,544
+779
+2% +$68.3K 2.27% 13
2021
Q2 		$3.41M Sell
38,765
-132
-0.3% -$11.5K 2.15% 13
2021
Q1 		$3.39M Buy
38,897
+2,254
+6% +$196K 2.37% 12
2020
Q4 		$3.2M Buy
36,643
+3,992
+12% +$342K 2.48% 16
2020
Q3 		$2.78M Buy
32,651
+1,286
+4% +$108K 2.58% 13
2020
Q2 		$2.6M Sell
31,365
-217
-0.7% -$17.5K 2.75% 11
2020
Q1 		$2.76M Sell
31,582
-9,649
-23% -$815K 2.49% 11
2019
Q4 		$3.63M Buy
+41,231
New +$3.59M 2.65% 10
2019
Q2 		$4.5M Sell
51,588
-18,583
-26% -$1.6M 2.79% 10
2019
Q1 		$6.07M Buy
70,171
+61,451
+705% +$5.22M 3.64% 7
2018
Q4 		$754K Hold
8,720
– – 0.52% 37
2018
Q3 		$754K Sell
8,720
-14,402
-62% -$1.24M 0.52% 37
2018
Q2 		$1.95M Buy
+23,122
New +$1.98M 1.87% 18

Other funds holding HYG

Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
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
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s HYG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 86% in Q2 2026, selling an estimated $78.7K and leaving 155 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #236.

Lugano Financial Advisors SA (LFA) first reported a position in HYG in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.07M in Q1 2019. 990 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 155 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $12.4K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) sold 984 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2026, an estimated $78.7K.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #236 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.07M in Q1 2019.
  • 990 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.