Geneos Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Hold |
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|
2025
Q2 | $233K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $81.5K | Hold |
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|
2024
Q3 | $82.9K | Hold |
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|
2024
Q2 | $80.7K | Hold |
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|
2024
Q1 | $80.9K | Hold |
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|
2023
Q4 | $81.4K | Hold |
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|
2023
Q3 | $78.7K | Hold |
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|
2023
Q2 | $79.8K | Hold |
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|
2023
Q1 | $81K | Hold |
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|
2022
Q4 | $79.5K | Hold |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $90K | Sell |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $107K | Hold |
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|
2020
Q3 | $108K | Hold |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $96K | Buy |
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|
2019
Q4 | $85K | Buy |
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|
2019
Q3 | $18K | Buy |
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