BWP
EUHY

Balboa Wealth Partners’s iShares Euro High Yield Corporate Bond USD Hedged ETF EUHY Stock Holding History

Balboa Wealth Partners’s Portfolio EUHY Stock Details EUHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,536
Closed -$301K – 301
2023
Q3 		$301K Buy
6,536
+771
+13% +$36.4K 0.11% 152
2023
Q2 		$271K Sell
5,765
-222
-4% -$10.3K 0.09% 177
2023
Q1 		$276K Buy
+5,987
New +$273K 0.1% 173

Other funds holding EUHY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Balboa Wealth Partners's EUHY Position: Q4 2023 in Review

Balboa Wealth Partners sold out of iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) in Q4 2023, closing a stake of 6,536 shares — an estimated $301K sold.

Balboa Wealth Partners first reported a position in EUHY in Q1 2023 and held it in 3 quarters. The position peaked at $301K in Q3 2023. 19 funds tracked by Wall St. Rank hold EUHY as of Q4 2023.

  • Balboa Wealth Partners reported no remaining iShares Euro High Yield Corporate Bond USD Hedged ETF position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,536 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q4 2023, an estimated $301K.
  • Balboa Wealth Partners first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q1 2023 and held it in 3 quarters.
  • Balboa Wealth Partners's iShares Euro High Yield Corporate Bond USD Hedged ETF position peaked at $301K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.