Geneos Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
47,449
-35,263
| -43% | -$3.38M | 0.11% | 230 |
|
|
2025
Q1 | $7.89M | Buy |
82,712
+40,648
| +97% | +$3.88M | 0.11% | 220 |
|
|
2024
Q4 | $3.89M | Sell |
42,064
-26
| -0.1% | -$2.4K | 0.14% | 173 |
|
|
2024
Q3 | $4.13M | Buy |
42,090
+4,939
| +13% | +$485K | 0.16% | 155 |
|
|
2024
Q2 | $3.48M | Sell |
37,151
-3,480
| -9% | -$326K | 0.15% | 147 |
|
|
2024
Q1 | $3.85M | Buy |
40,631
+1,579
| +4% | +$149K | 0.18% | 145 |
|
|
2023
Q4 | $3.76M | Sell |
39,052
-3,768
| -9% | -$363K | 0.19% | 138 |
|
|
2023
Q3 | $3.92M | Sell |
42,820
-7,084
| -14% | -$649K | 0.2% | 130 |
|
|
2023
Q2 | $4.82M | Buy |
49,904
+12,850
| +35% | +$1.24M | 0.25% | 106 |
|
|
2023
Q1 | $3.67M | Sell |
37,054
-22,279
| -38% | -$2.21M | 0.22% | 114 |
|
|
2022
Q4 | $5.68M | Sell |
59,333
-1,150
| -2% | -$110K | 0.34% | 72 |
|
|
2022
Q3 | $5.81M | Buy |
60,483
+4,981
| +9% | +$478K | 0.4% | 50 |
|
|
2022
Q2 | $5.73M | Buy |
55,502
+2,833
| +5% | +$292K | 0.28% | 75 |
|
|
2022
Q1 | $5.66M | Sell |
52,669
-1,282
| -2% | -$138K | 0.24% | 93 |
|
|
2021
Q4 | $6.21M | Sell |
53,951
-2,595
| -5% | -$299K | 0.24% | 99 |
|
|
2021
Q3 | $6.54M | Sell |
56,546
-12,052
| -18% | -$1.39M | 0.25% | 85 |
|
|
2021
Q2 | $7.95M | Sell |
68,598
-43,980
| -39% | -$5.1M | 0.31% | 67 |
|
|
2021
Q1 | $12.8M | Sell |
112,578
-6,015
| -5% | -$686K | 0.36% | 66 |
|
|
2020
Q4 | $13.4M | Buy |
118,593
+17,262
| +17% | +$1.95M | 0.54% | 39 |
|
|
2020
Q3 | $12.4M | Sell |
101,331
-632
| -0.6% | -$77.2K | 0.64% | 27 |
|
|
2020
Q2 | $12.4M | Sell |
101,963
-32,661
| -24% | -$3.98M | 0.69% | 24 |
|
|
2020
Q1 | $16.3M | Buy |
134,624
+51,893
| +63% | +$6.28M | 1.09% | 15 |
|
|
2019
Q4 | $9.16M | Buy |
82,731
+12,275
| +17% | +$1.36M | 0.49% | 42 |
|
|
2019
Q3 | $7.92M | Sell |
70,456
-21,103
| -23% | -$2.37M | 0.47% | 42 |
|
|
2019
Q2 | $10.1M | Buy |
91,559
+28,181
| +44% | +$3.1M | 0.62% | 26 |
|
|
2019
Q1 | $6.76M | Sell |
63,378
-15,728
| -20% | -$1.68M | 0.45% | 47 |
|
|
2018
Q4 | $8.21M | Sell |
79,106
-62,285
| -44% | -$6.47M | 0.61% | 29 |
|
|
2018
Q3 | $14.3M | Buy |
141,391
+87,710
| +163% | +$8.88M | 0.95% | 11 |
|
|
2018
Q2 | $5.5M | Sell |
53,681
-1,681
| -3% | -$172K | 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% | +$32.4K | 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% | +$48.5K | 0.64% | 34 |
|
|
2016
Q4 | $6.06M | Sell |
57,789
-47,248
| -45% | -$4.95M | 0.8% | 26 |
|
|
2016
Q3 | $11.8M | Buy |
105,037
+3,146
| +3% | +$352K | 1.58% | 5 |
|
|
2016
Q2 | $11.5M | Buy |
101,891
+26,176
| +35% | +$2.96M | 1.67% | 5 |
|
|
2016
Q1 | $8.34M | Buy |
+75,715
| New | +$8.34M | 1.27% | 6 |
|