Financial Gravity Asset Management’s iShares Euro High Yield Corporate Bond USD Hedged ETF EUHY Stock Holding History

Financial Gravity Asset Management’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
2025 Q4	–	Sell	-7	Closed	-$389	–	842
2025 Q3	$389	Buy	+7	New	+$385	﹤0.01%	859
2025 Q1	$345	Buy	+7	New	+$337	﹤0.01%	950
2020 Q2	–	Sell	-4	Closed	–	–	406
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1236
2019 Q4	$0	Sell	4 -9,422	-100%	-$480K	﹤0.01%	1547
2019 Q3	$471K	Sell	9,426 -1,607	-15%	-$81.5K	0.41%	54
2019 Q2	$567K	Sell	11,033 -3,133	-22%	-$158K	0.47%	56
2019 Q1	$709K	Buy	+14,166	New	+$699K	0.57%	45
2018 Q3	$204K	Buy	4,018 +296	+8%	+$15.5K	0.21%	110
2018 Q2	$192K	Buy	3,722 +505	+16%	+$27.1K	0.18%	123
2018 Q1	$174K	Buy	+3,217	New	+$179K	0.18%	119

Other funds holding EUHY

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Obsido Oy Tampere $165M AUM 17.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.77B AUM 21.49% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America

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

Breakwater Investment Management Seattle, Washington $269M AUM 14.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return