Geneos Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $92.3K | Buy |
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|
2024
Q2 | $76.2K | Sell |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $179K | Buy |
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|
2023
Q3 | $93.5K | Sell |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $171K | Sell |
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|
2022
Q4 | $184K | Buy |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $74K | Sell |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $131K | Sell |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $36.2M | Buy |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $124K | Sell |
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|
2020
Q2 | $142K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $182K | Sell |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $480K | Sell |
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|
2019
Q1 | $834K | Buy |
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|
2018
Q4 | $764K | Sell |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $464K | Buy |
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|
2017
Q3 | $201K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $71K | Buy |
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