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Geneos Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Geneos Wealth Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,485
Closed -$120K – 2818
2021
Q3 		$120K Buy
+4,485
New +$121K ﹤0.01% 1091

Other funds holding IBMO

ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q4 2021, closing a stake of 4,485 shares — an estimated $120K sold.

Geneos Wealth Management first reported a position in IBMO in Q3 2021 and held it in 1 quarter. The position peaked at $120K in Q3 2021. 72 funds tracked by Wall St. Rank hold IBMO as of Q4 2021.

  • Geneos Wealth Management reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 4,485 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q4 2021, an estimated $120K.
  • Geneos Wealth Management first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2021 and held it in 1 quarter.
  • Geneos Wealth Management's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $120K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q4 2021.

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