Geneos Wealth Management’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Geneos Wealth Management’s Portfolio IGEB Stock Details IGEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Buy	36,993 +357	+1%	+$16.1K	0.03%	419
2026 Q1	$1.65M	Sell	36,636 -229,190	-86%	-$10.4M	0.04%	389
2025 Q4	$12.1M	Buy	265,826 +8,619	+3%	+$396K	0.3%	78
2025 Q3	$11.8M	Buy	257,207 +3,980	+2%	+$181K	0.3%	78
2025 Q2	$11.5M	Buy	253,227 +85,995	+51%	+$3.83M	0.28%	83
2025 Q1	$7.53M	Buy	167,232 +4,213	+3%	+$188K	0.25%	96
2024 Q4	$7.23M	Buy	163,019 +47,138	+41%	+$2.13M	0.25%	91
2024 Q3	$5.39M	Buy	115,881 +1,024	+0.9%	+$46.7K	0.21%	115
2024 Q2	$5.1M	Sell	114,857 -599	-0.5%	-$26.4K	0.23%	101
2024 Q1	$5.18M	Buy	115,456 +102,815	+813%	+$4.6M	0.24%	104
2023 Q4	$572K	Buy	+12,641	New	+$544K	0.03%	453

Other funds holding IGEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Investment Grade Systematic Bond ETF (IGEB) stake by 0.97% in Q2 2026, buying an estimated $16.1K and bringing the position to 36,993 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #419.

Geneos Wealth Management first reported a position in IGEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q4 2025. 189 funds tracked by Wall St. Rank hold IGEB as of Q2 2026.

Geneos Wealth Management held 36,993 shares of iShares Investment Grade Systematic Bond ETF worth $1.67M as of Q2 2026.
Geneos Wealth Management bought 357 iShares Investment Grade Systematic Bond ETF shares in Q2 2026, an estimated $16.1K.
iShares Investment Grade Systematic Bond ETF made up 0.03% of Geneos Wealth Management's portfolio in Q2 2026, its #419 holding.
Geneos Wealth Management first reported a position in iShares Investment Grade Systematic Bond ETF in Q4 2023 and has held it in 11 quarters since.
Geneos Wealth Management's iShares Investment Grade Systematic Bond ETF position peaked at $12.1M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q2 2026.

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