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 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	Sell	823 -823	-50%	-$19.9K	﹤0.01%	2031
2025 Q1	$39.9K	Buy	+1,646	New	+$39.7K	﹤0.01%	2026

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Geneos Wealth Management's IBDR Position: Q1 2026 in Review

Geneos Wealth Management held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q1 2026 at 823 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Geneos Wealth Management first reported a position in IBDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $39.9K in Q1 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Geneos Wealth Management held 823 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $19.9K as of Q1 2026.
Geneos Wealth Management left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2026 Term Corporate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1769 holding.
Geneos Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
Geneos Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $39.9K in Q1 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.