Geneos Wealth Management’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.9K Sell
1,500
-2,500
-63% -$81.5K ﹤0.01% 1580
2025
Q1
$118K Buy
4,000
+2,500
+167% +$73.7K ﹤0.01% 1480
2024
Q4
$42.5K Hold
1,500
﹤0.01% 1382
2024
Q3
$45.9K Hold
1,500
﹤0.01% 1226
2024
Q2
$43.1K Hold
1,500
﹤0.01% 1115
2024
Q1
$43.7K Hold
1,500
﹤0.01% 1111
2023
Q4
$44.9K Hold
1,500
﹤0.01% 1103
2023
Q3
$40.7K Hold
1,500
﹤0.01% 1135
2023
Q2
$42.6K Hold
1,500
﹤0.01% 1120
2023
Q1
$42.8K Hold
1,500
﹤0.01% 1124
2022
Q4
$41.6K Hold
1,500
﹤0.01% 1109
2022
Q3
$37K Hold
1,500
﹤0.01% 1126
2022
Q2
$42K Hold
1,500
﹤0.01% 1360
2022
Q1
$47K Hold
1,500
﹤0.01% 1416
2021
Q4
$51K Hold
1,500
﹤0.01% 1469
2021
Q3
$53K Buy
1,500
+1,000
+200% +$35.3K ﹤0.01% 1466
2021
Q2
$18K Sell
500
-72,754
-99% -$2.62M ﹤0.01% 1960
2021
Q1
$2.69M Buy
73,254
+3,259
+5% +$119K 0.08% 253
2020
Q4
$16K Buy
69,995
+69,715
+24,898% +$15.9K ﹤0.01% 2028
2020
Q3
$9K Hold
280
﹤0.01% 1981
2020
Q2
$9K Hold
280
﹤0.01% 1948
2020
Q1
$8K Sell
280
-556
-67% -$15.9K ﹤0.01% 1888
2019
Q4
$28K Hold
836
﹤0.01% 1538
2019
Q3
$27K Hold
836
﹤0.01% 1473
2019
Q2
$28K Hold
836
﹤0.01% 1466
2019
Q1
$27K Buy
836
+280
+50% +$9.04K ﹤0.01% 1435
2018
Q4
$18K Hold
556
﹤0.01% 1543
2018
Q3
$18K Hold
556
﹤0.01% 1618
2018
Q2
$18K Buy
556
+500
+893% +$16.2K ﹤0.01% 1490
2018
Q1
$2K Hold
56
﹤0.01% 2034
2017
Q4
$1K Hold
56
﹤0.01% 2101
2017
Q3
$1K Hold
56
﹤0.01% 2047
2017
Q2
$1K Sell
56
-100
-64% -$1.79K ﹤0.01% 1999
2017
Q1
$4K Hold
156
﹤0.01% 1742
2016
Q4
$4K Hold
156
﹤0.01% 1689
2016
Q3
$5K Hold
156
﹤0.01% 1569
2016
Q2
$5K Hold
156
﹤0.01% 1519
2016
Q1
$5K Buy
+156
New +$5K ﹤0.01% 1484