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Geneos Wealth Management’s iShares Interest Rate Hedged High Yield Bond ETF HYGH Stock Holding History

Geneos Wealth Management’s Portfolio HYGH Stock Details HYGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$603 – 2521
2025
Q4 		$603 Buy
+7
New +$603 ﹤0.01% 2446
2017
Q1 		– Sell
-2,554
Closed -$228K – 2100
2016
Q4 		$228K Buy
+2,554
New +$226K 0.03% 430

Other funds holding HYGH

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
M
MATAURO New York $692M AUM 26.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $379M AUM 13.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Geneos Wealth Management's HYGH Position: Q1 2026 in Review

Geneos Wealth Management sold out of iShares Interest Rate Hedged High Yield Bond ETF (HYGH) in Q1 2026, closing a stake of 7 shares — an estimated $603 sold.

Geneos Wealth Management first reported a position in HYGH in Q4 2016 and held it in 2 quarters. The position peaked at $228K in Q4 2016. 101 funds tracked by Wall St. Rank hold HYGH as of Q1 2026.

  • Geneos Wealth Management reported no remaining iShares Interest Rate Hedged High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 7 iShares Interest Rate Hedged High Yield Bond ETF shares in Q1 2026, an estimated $603.
  • Geneos Wealth Management first reported a position in iShares Interest Rate Hedged High Yield Bond ETF in Q4 2016 and held it in 2 quarters.
  • Geneos Wealth Management's iShares Interest Rate Hedged High Yield Bond ETF position peaked at $228K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held iShares Interest Rate Hedged High Yield Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.