GWM
IBDO

Geneos Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Geneos Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,625
Closed -$41.2K – 2197
2023
Q3 		$41.2K Hold
1,625
– – ﹤0.01% 1132
2023
Q2 		$41.1K Hold
1,625
– – ﹤0.01% 1137
2023
Q1 		$40.9K Hold
1,625
– – ﹤0.01% 1132
2022
Q4 		$40.7K Hold
1,625
– – ﹤0.01% 1116
2022
Q3 		$40K Hold
1,625
– – ﹤0.01% 1099
2022
Q2 		$40K Hold
1,625
– – ﹤0.01% 1384
2022
Q1 		$41K Sell
1,625
-100
-6% -$2.54K ﹤0.01% 1474
2021
Q4 		$44K Hold
1,725
– – ﹤0.01% 1539
2021
Q3 		$44K Buy
1,725
+1,625
+1,625% +$42.3K ﹤0.01% 1554
2021
Q2 		$2K Sell
100
-3,028
-97% -$79K ﹤0.01% 2706
2021
Q1 		$81K Hold
3,128
– – ﹤0.01% 1392
2020
Q4 		$2K Buy
+3,128
New +$82.1K ﹤0.01% 2741
2019
Q3 		– Sell
-1,585
Closed -$40K – 2564
2019
Q2 		$40K Hold
1,585
– – ﹤0.01% 1309
2019
Q1 		$39K Buy
+1,585
New +$39K ﹤0.01% 1268

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's IBDO Position: Q4 2023 in Review

Geneos Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 1,625 shares — an estimated $41.2K sold.

Geneos Wealth Management first reported a position in IBDO in Q1 2019 and held it in 14 quarters. The position peaked at $81K in Q1 2021. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Geneos Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 1,625 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $41.2K.
  • Geneos Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2019 and held it in 14 quarters.
  • Geneos Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $81K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.