Geneos Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Geneos Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.9K	Hold	823	–	–	﹤0.01%	1801
2026 Q1	$19.9K	Hold	823	–	–	﹤0.01%	1769
2025 Q4	$19.9K	Hold	823	–	–	﹤0.01%	1721
2025 Q3	$20K	Hold	823	–	–	﹤0.01%	1725
2025 Q2	$20K	Hold	823	–	–	﹤0.01%	2031
2025 Q1	$19.9K	Buy	+823	New	+$19.9K	﹤0.01%	1952

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Geneos Wealth Management's IBDR Position: Q2 2026 in Review

Geneos Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q2 2026 at 823 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Geneos Wealth Management first reported a position in IBDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $20K in Q3 2025. 423 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Geneos Wealth Management held 823 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $19.9K as of Q2 2026.
Geneos Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1801 holding.
Geneos Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $20K in Q3 2025.
423 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.