SAM
EUHY

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

Synergy 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
2026
Q1 		$448K Buy
8,534
+1,677
+24% +$89.4K 0.05% 163
2025
Q4 		$365K Buy
+6,857
New +$375K 0.04% 153

Other funds holding EUHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Synergy Asset Management's EUHY Position: Q1 2026 in Review

Synergy Asset Management increased its iShares Euro High Yield Corporate Bond USD Hedged ETF (EUHY) stake by 24% in Q1 2026, buying an estimated $89.4K and bringing the position to 8,534 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #163.

Synergy Asset Management first reported a position in EUHY in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold EUHY as of Q1 2026.

  • Synergy Asset Management held 8,534 shares of iShares Euro High Yield Corporate Bond USD Hedged ETF worth $448K as of Q1 2026.
  • Synergy Asset Management bought 1,677 iShares Euro High Yield Corporate Bond USD Hedged ETF shares in Q1 2026, an estimated $89.4K.
  • iShares Euro High Yield Corporate Bond USD Hedged ETF made up 0.05% of Synergy Asset Management's portfolio in Q1 2026, its #163 holding.
  • Synergy Asset Management first reported a position in iShares Euro High Yield Corporate Bond USD Hedged ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Euro High Yield Corporate Bond USD Hedged ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.