Geneos Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,336	Closed	-$113K	–	2910
2021 Q3	$113K	Sell	4,336 -247	-5%	-$6.47K	﹤0.01%	1121
2021 Q2	$120K	Sell	4,583 -2,425	-35%	-$63.8K	﹤0.01%	1093
2021 Q1	$184K	Hold	7,008	–	–	0.01%	1002
2020 Q4	$114K	Buy	7,008 +2,672	+62%	+$70.5K	﹤0.01%	1086
2020 Q3	$114K	Hold	4,336	–	–	0.01%	892
2020 Q2	$114K	Buy	4,336 +1,260	+41%	+$33.1K	0.01%	860
2020 Q1	$80K	Hold	3,076	–	–	0.01%	924
2019 Q4	$80K	Buy	+3,076	New	+$80.5K	﹤0.01%	1043

Other funds holding IBMK

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

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

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

LIM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Geneos Wealth Management's IBMK Position: Q4 2021 in Review

Geneos Wealth Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2021, closing a stake of 4,336 shares — an estimated $113K sold.

Geneos Wealth Management first reported a position in IBMK in Q4 2019 and held it in 8 quarters. The position peaked at $184K in Q1 2021. 145 funds tracked by Wall St. Rank hold IBMK as of Q4 2021.

Geneos Wealth Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 4,336 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2021, an estimated $113K.
Geneos Wealth Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Geneos Wealth Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $184K in Q1 2021.
145 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.