Geneos Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,473
| Closed | -$113K | – | 2506 |
|
|
2025
Q3 | $113K | Hold |
4,473
| – | – | ﹤0.01% | 1081 |
|
|
2025
Q2 | $113K | Sell |
4,473
-3,001
| -40% | -$75.4K | ﹤0.01% | 1205 |
|
|
2025
Q1 | $188K | Buy |
7,474
+5,403
| +261% | +$136K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $51.9K | Buy |
2,071
+2
| +0.1% | +$50 | ﹤0.01% | 1308 |
|
|
2024
Q3 | $51.9K | Buy |
2,069
+131
| +7% | +$3.27K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $48.2K | Hold |
1,938
| – | – | ﹤0.01% | 1084 |
|
|
2024
Q1 | $48.1K | Hold |
1,938
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q4 | $48K | Hold |
1,938
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q3 | $47.2K | Hold |
1,938
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q2 | $47.2K | Hold |
1,938
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q1 | $47.5K | Hold |
1,938
| – | – | ﹤0.01% | 1097 |
|
|
2022
Q4 | $47.1K | Hold |
1,938
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q3 | $46K | Hold |
1,938
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q2 | $48K | Hold |
1,938
| – | – | ﹤0.01% | 1301 |
|
|
2022
Q1 | $48K | Hold |
1,938
| – | – | ﹤0.01% | 1408 |
|
|
2021
Q4 | $51K | Hold |
1,938
| – | – | ﹤0.01% | 1468 |
|
|
2021
Q3 | $52K | Buy |
1,938
+1,738
| +869% | +$46.9K | ﹤0.01% | 1476 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2443 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 2648 |
|
|
2020
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2171 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 2144 |
|
|
2020
Q1 | $4K | Buy |
+200
| New | +$5.15K | ﹤0.01% | 2101 |
|
Other funds holding IBDQ
Geneos Wealth Management's IBDQ Position: Q4 2025 in Review
Geneos Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 4,473 shares — an estimated $113K sold.
Geneos Wealth Management first reported a position in IBDQ in Q1 2020 and held it in 23 quarters. The position peaked at $188K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.
- Geneos Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
- Geneos Wealth Management sold 4,473 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $113K.
- Geneos Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2020 and held it in 23 quarters.
- Geneos Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $188K in Q1 2025.
- 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.
Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.