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Geneos Wealth Management’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Geneos Wealth Management’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374K Buy
10,159
+606
+6% +$22.6K 0.01% 778
2025
Q4 		$357K Sell
9,553
-462
-5% -$17.3K 0.01% 761
2025
Q3 		$378K Sell
10,015
-1,335
-12% -$50K 0.01% 725
2025
Q2 		$426K Sell
11,350
-16,957
-60% -$622K 0.01% 759
2025
Q1 		$1.04M Buy
28,307
+20,834
+279% +$773K 0.02% 651
2024
Q4 		$275K Buy
7,473
+2,342
+46% +$87.1K 0.01% 737
2024
Q3 		$193K Buy
5,131
+2,485
+94% +$91.8K 0.01% 778
2024
Q2 		$96K Buy
2,646
+335
+14% +$12.1K ﹤0.01% 877
2024
Q1 		$84.5K Sell
2,311
-277
-11% -$10.1K ﹤0.01% 897
2023
Q4 		$94.1K Buy
2,588
+685
+36% +$24K ﹤0.01% 857
2023
Q3 		$66K Buy
1,903
+1
+0.1% +$35 ﹤0.01% 996
2023
Q2 		$67.1K Hold
1,902
– – ﹤0.01% 990
2023
Q1 		$67.6K Sell
1,902
-180
-9% -$6.33K ﹤0.01% 974
2022
Q4 		$71.9K Sell
2,082
-1,657
-44% -$57.3K ﹤0.01% 921
2022
Q3 		$125K Sell
3,739
-1,452
-28% -$51.6K 0.01% 738
2022
Q2 		$180K Sell
5,191
-5,805
-53% -$213K 0.01% 784
2022
Q1 		$427K Sell
10,996
-857
-7% -$33.9K 0.02% 579
2021
Q4 		$488K Buy
11,853
+9,121
+334% +$375K 0.02% 584
2021
Q3 		$113K Sell
2,732
-652
-19% -$27.1K ﹤0.01% 1120
2021
Q2 		$141K Sell
3,384
-142,072
-98% -$5.87M 0.01% 1015
2021
Q1 		$6.02M Buy
145,456
+143,697
+8,169% +$5.92M 0.17% 145
2020
Q4 		$71K Buy
1,759
+114
+7% +$4.6K ﹤0.01% 1289
2020
Q3 		$64K Sell
1,645
-3,632
-69% -$143K ﹤0.01% 1142
2020
Q2 		$201K Buy
5,277
+5,138
+3,696% +$192K 0.01% 665
2020
Q1 		$4K Buy
+139
New +$5.49K ﹤0.01% 2128

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return
BlackRock
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Broad USD High Yield Corporate Bond ETF (USHY) stake by 6.3% in Q1 2026, buying an estimated $22.6K and bringing the position to 10,159 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #778.

Geneos Wealth Management first reported a position in USHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.02M in Q1 2021. 649 funds tracked by Wall St. Rank hold USHY as of Q1 2026.

  • Geneos Wealth Management held 10,159 shares of iShares Broad USD High Yield Corporate Bond ETF worth $374K as of Q1 2026.
  • Geneos Wealth Management bought 606 iShares Broad USD High Yield Corporate Bond ETF shares in Q1 2026, an estimated $22.6K.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #778 holding.
  • Geneos Wealth Management first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's iShares Broad USD High Yield Corporate Bond ETF position peaked at $6.02M in Q1 2021.
  • 649 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q1 2026.

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