GWM
IBMN

Geneos Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Geneos Wealth Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,139
Closed -$115K – 2817
2021
Q3 		$115K Sell
4,139
-153
-4% -$4.29K ﹤0.01% 1110
2021
Q2 		$120K Buy
4,292
+153
+4% +$4.29K ﹤0.01% 1090
2021
Q1 		$115K Hold
4,139
– – ﹤0.01% 1234
2020
Q4 		$115K Hold
4,139
– – ﹤0.01% 1077
2020
Q3 		$116K Buy
+4,139
New +$116K 0.01% 882

Other funds holding IBMN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2021, closing a stake of 4,139 shares — an estimated $115K sold.

Geneos Wealth Management first reported a position in IBMN in Q3 2020 and held it in 5 quarters. The position peaked at $120K in Q2 2021. 83 funds tracked by Wall St. Rank hold IBMN as of Q4 2021.

  • Geneos Wealth Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 4,139 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2021, an estimated $115K.
  • Geneos Wealth Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2020 and held it in 5 quarters.
  • Geneos Wealth Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $120K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2021.

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