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 |
|