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

Geneos Wealth 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
2022 Q1	–	Sell	-300	Closed	-$15K	–	2858
2021 Q4	$15K	Hold	300	–	–	﹤0.01%	2018
2021 Q3	$16K	Hold	300	–	–	﹤0.01%	2029
2021 Q2	$16K	Sell	300 -103	-26%	-$5.87K	﹤0.01%	2018
2021 Q1	$22K	Sell	403 -297	-42%	-$16.7K	﹤0.01%	2032
2020 Q4	$38K	Buy	+700	New	+$38.3K	﹤0.01%	1587
2016 Q4	–	Sell	-18,555	Closed	-$891K	–	2070
2016 Q3	$891K	Buy	18,555 +756	+4%	+$36K	0.12%	172
2016 Q2	$828K	Buy	17,799 +2,116	+13%	+$101K	0.12%	170
2016 Q1	$744K	Buy	+15,683	New	+$700K	0.11%	179

Other funds holding EUHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Geneos Wealth Management's EUHY Position: Q1 2022 in Review

Geneos Wealth Management sold out of iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) in Q1 2022, closing a stake of 300 shares — an estimated $15K sold.

Geneos Wealth Management first reported a position in EUHY in Q1 2016 and held it in 8 quarters. The position peaked at $891K in Q3 2016. 21 funds tracked by Wall St. Rank hold EUHY as of Q1 2022.

Geneos Wealth Management reported no remaining iShares Euro High Yield Corporate Bond USD Hedged ETF position as of Q1 2022 after selling out during the quarter.
Geneos Wealth Management sold 300 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q1 2022, an estimated $15K.
Geneos Wealth Management first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q1 2016 and held it in 8 quarters.
Geneos Wealth Management's iShares Euro High Yield Corporate Bond USD Hedged ETF position peaked at $891K in Q3 2016.
21 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.