Geneos Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,696	Closed	-$120K	–	2947
2021 Q2	$120K	Sell	4,696 -1,043	-18%	-$26.8K	﹤0.01%	1095
2021 Q1	$147K	Hold	5,739	–	–	﹤0.01%	1112
2020 Q4	$112K	Buy	5,739 +1,364	+31%	+$35.2K	﹤0.01%	1096
2020 Q3	$113K	Hold	4,375	–	–	0.01%	898
2020 Q2	$113K	Buy	4,375 +1,254	+40%	+$32.4K	0.01%	866
2020 Q1	$80K	Hold	3,121	–	–	0.01%	925
2019 Q4	$80K	Buy	+3,121	New	+$80.5K	﹤0.01%	1045

Other funds holding IBMJ

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Geneos Wealth Management's IBMJ Position: Q3 2021 in Review

Geneos Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 4,696 shares — an estimated $120K sold.

Geneos Wealth Management first reported a position in IBMJ in Q4 2019 and held it in 7 quarters. The position peaked at $147K in Q1 2021. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

Geneos Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Geneos Wealth Management sold 4,696 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $120K.
Geneos Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 7 quarters.
Geneos Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $147K in Q1 2021.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Geneos Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.