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 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 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

Lugano Financial Advisors SA (LFA)'s HYG Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 377% in Q1 2026, buying an estimated $72.4K and bringing the position to 1,139 shares worth $89.7K. The position accounts for 0.05% of the portfolio, ranked #118.

Lugano Financial Advisors SA (LFA) first reported a position in HYG in Q2 2018 and has held it in 31 quarters since. The position peaked at $6.07M in Q1 2019. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 1,139 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $89.7K as of Q1 2026.
Lugano Financial Advisors SA (LFA) bought 900 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $72.4K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #118 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 31 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $6.07M in Q1 2019.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.