GWM
IBTF

Geneos Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Geneos Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,542
Closed -$340K – 2508
2025
Q3 		$340K Sell
14,542
-6,350
-30% -$148K 0.01% 754
2025
Q2 		$488K Sell
20,892
-4,421
-17% -$103K 0.01% 715
2025
Q1 		$592K Sell
25,313
-1,241
-5% -$29K 0.02% 574
2024
Q4 		$619K Buy
26,554
+3,461
+15% +$80.7K 0.02% 535
2024
Q3 		$541K Buy
23,093
+142
+0.6% +$3.31K 0.02% 541
2024
Q2 		$533K Sell
22,951
-866
-4% -$20.1K 0.02% 481
2024
Q1 		$553K Sell
23,817
-973
-4% -$22.6K 0.03% 473
2023
Q4 		$577K Sell
24,790
-418
-2% -$9.66K 0.03% 445
2023
Q3 		$582K Buy
+25,208
New +$582K 0.03% 434

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Geneos Wealth Management's IBTF Position: Q4 2025 in Review

Geneos Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 14,542 shares — an estimated $340K sold.

Geneos Wealth Management first reported a position in IBTF in Q3 2023 and held it in 9 quarters. The position peaked at $619K in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Geneos Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 14,542 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $340K.
  • Geneos Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 9 quarters.
  • Geneos Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $619K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.