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 Q3	$20K	Hold	823	–	–	﹤0.01%	2104
2026 Q2	$19.9K	Hold	823	–	–	﹤0.01%	1801
2026 Q1	$20K	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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Geneos Wealth Management's IBDR Position: Q3 2026 in Review

Geneos Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2026 at 823 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Geneos Wealth Management first reported a position in IBDR in Q1 2025 and has held it in 7 quarters since. The position peaked at $20K in Q3 2025. 340 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

Geneos Wealth Management held 823 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $20K as of Q3 2026.
Geneos Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2104 holding.
Geneos Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Geneos Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $20K in Q3 2025.
340 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.