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Geneos Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Geneos Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
34,891
-9,883
-22% -$935K 0.07% 290
2026
Q1 		$4.27M Buy
44,774
+6,615
+17% +$636K 0.1% 226
2025
Q4 		$3.67M Sell
38,159
-6,130
-14% -$593K 0.09% 253
2025
Q3 		$4.27M Sell
44,289
-3,160
-7% -$302K 0.11% 226
2025
Q2 		$4.54M Sell
47,449
-35,263
-43% -$3.33M 0.11% 230
2025
Q1 		$7.89M Buy
82,712
+40,648
+97% +$3.8M 0.11% 220
2024
Q4 		$3.89M Sell
42,064
-26
-0.1% -$2.46K 0.14% 173
2024
Q3 		$4.13M Buy
42,090
+4,939
+13% +$477K 0.16% 155
2024
Q2 		$3.48M Sell
37,151
-3,480
-9% -$323K 0.15% 147
2024
Q1 		$3.85M Buy
40,631
+1,579
+4% +$150K 0.18% 145
2023
Q4 		$3.76M Sell
39,052
-3,768
-9% -$348K 0.19% 138
2023
Q3 		$3.92M Sell
42,820
-7,084
-14% -$668K 0.2% 130
2023
Q2 		$4.82M Buy
49,904
+12,850
+35% +$1.26M 0.25% 106
2023
Q1 		$3.67M Sell
37,054
-22,279
-38% -$2.18M 0.22% 114
2022
Q4 		$5.68M Sell
59,333
-1,150
-2% -$110K 0.34% 72
2022
Q3 		$5.8M Buy
60,483
+4,981
+9% +$505K 0.4% 50
2022
Q2 		$5.73M Buy
55,502
+2,833
+5% +$291K 0.28% 75
2022
Q1 		$5.66M Sell
52,669
-1,282
-2% -$142K 0.24% 93
2021
Q4 		$6.21M Sell
53,951
-2,595
-5% -$298K 0.24% 99
2021
Q3 		$6.54M Sell
56,546
-12,052
-18% -$1.41M 0.25% 85
2021
Q2 		$7.95M Sell
68,598
-43,980
-39% -$5.03M 0.31% 67
2021
Q1 		$12.8M Sell
112,578
-6,015
-5% -$701K 0.36% 66
2020
Q4 		$13.4M Buy
118,593
+17,262
+17% +$2.08M 0.54% 39
2020
Q3 		$12.4M Sell
101,331
-632
-0.6% -$77.1K 0.64% 27
2020
Q2 		$12.4M Sell
101,963
-32,661
-24% -$3.97M 0.69% 24
2020
Q1 		$16.3M Buy
134,624
+51,893
+63% +$5.97M 1.09% 15
2019
Q4 		$9.16M Buy
82,731
+12,275
+17% +$1.37M 0.49% 42
2019
Q3 		$7.92M Sell
70,456
-21,103
-23% -$2.35M 0.47% 42
2019
Q2 		$10.1M Buy
91,559
+28,181
+44% +$3.02M 0.62% 26
2019
Q1 		$6.76M Sell
63,378
-15,728
-20% -$1.64M 0.45% 47
2018
Q4 		$8.21M Sell
79,106
-62,285
-44% -$6.31M 0.61% 29
2018
Q3 		$14.3M Buy
141,391
+87,710
+163% +$8.95M 0.95% 11
2018
Q2 		$5.5M Sell
53,681
-1,681
-3% -$171K 0.43% 58
2018
Q1 		$5.71M Buy
55,362
+11,633
+27% +$1.2M 0.5% 49
2017
Q4 		$4.62M Buy
43,729
+1,199
+3% +$127K 0.41% 72
2017
Q3 		$4.53M Buy
42,530
+304
+0.7% +$32.6K 0.45% 57
2017
Q2 		$4.5M Sell
42,226
-16,022
-28% -$1.71M 0.46% 57
2017
Q1 		$6.15M Buy
58,248
+459
+0.8% +$48.2K 0.64% 34
2016
Q4 		$6.06M Sell
57,789
-47,248
-45% -$5.08M 0.8% 26
2016
Q3 		$11.8M Buy
105,037
+3,146
+3% +$353K 1.58% 5
2016
Q2 		$11.5M Buy
101,891
+26,176
+35% +$2.89M 1.67% 5
2016
Q1 		$8.34M Buy
+75,715
New +$8.26M 1.27% 6

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Geneos Wealth Management's IEF Position: Q2 2026 in Review

Geneos Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q2 2026, selling an estimated $935K and leaving 34,891 shares worth $3.3M. The position accounts for 0.07% of the portfolio, ranked #290.

Geneos Wealth Management first reported a position in IEF in Q1 2016 and has held it in 42 quarters since. The position peaked at $16.3M in Q1 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Geneos Wealth Management held 34,891 shares of iShares 7-10 Year Treasury Bond ETF worth $3.3M as of Q2 2026.
  • Geneos Wealth Management sold 9,883 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $935K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Geneos Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Geneos Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 42 quarters since.
  • Geneos Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $16.3M in Q1 2020.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.