Geneos Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Sell	2,137 -11,275	-84%	-$566K	﹤0.01%	1222
2025 Q1	$674K	Buy	13,412 +6,354	+90%	+$319K	0.01%	793
2024 Q4	$349K	Buy	7,058 +5,448	+338%	+$269K	0.01%	669
2024 Q3	$86.3K	Buy	1,610 +1,116	+226%	+$59.8K	﹤0.01%	1008
2024 Q2	$24.7K	Sell	494 -93	-16%	-$4.65K	﹤0.01%	1283
2024 Q1	$30.2K	Hold	587	–	–	﹤0.01%	1243
2023 Q4	$30.9K	Buy	587 +5	+0.9%	+$263	﹤0.01%	1222
2023 Q3	$27.4K	Hold	582	–	–	﹤0.01%	1269
2023 Q2	$30K	Buy	582 +315	+118%	+$16.2K	﹤0.01%	1246
2023 Q1	$14K	Buy	267 +100	+60%	+$5.24K	﹤0.01%	1454
2022 Q4	$8.32K	Hold	167	–	–	﹤0.01%	1580
2022 Q3	$8K	Hold	167	–	–	﹤0.01%	1572
2022 Q2	$8K	Sell	167 -50	-23%	-$2.4K	﹤0.01%	2030
2022 Q1	$13K	Hold	217	–	–	﹤0.01%	1972
2021 Q4	$15K	Hold	217	–	–	﹤0.01%	2020
2021 Q3	$15K	Hold	217	–	–	﹤0.01%	2061
2021 Q2	$15K	Hold	217	–	–	﹤0.01%	2049
2021 Q1	$14K	Hold	217	–	–	﹤0.01%	2236
2020 Q4	$14K	Sell	217 -1,000	-82%	-$64.5K	﹤0.01%	2080
2020 Q3	$85K	Hold	1,217	–	–	﹤0.01%	1010
2020 Q2	$84K	Hold	1,217	–	–	﹤0.01%	995
2020 Q1	$77K	Buy	1,217 +50	+4%	+$3.16K	0.01%	934
2019 Q4	$78K	Buy	1,167 +915	+363%	+$61.2K	﹤0.01%	1057
2019 Q3	$16K	Buy	252 +85	+51%	+$5.4K	﹤0.01%	1706
2019 Q2	$10K	Hold	167	–	–	﹤0.01%	1907
2019 Q1	$10K	Hold	167	–	–	﹤0.01%	1841
2018 Q4	$9K	Hold	167	–	–	﹤0.01%	1821
2018 Q3	$9K	Sell	167 -491	-75%	-$26.5K	﹤0.01%	1875
2018 Q2	$38K	Hold	658	–	–	﹤0.01%	1174
2018 Q1	$39K	Buy	658 +167	+34%	+$9.9K	﹤0.01%	1112
2017 Q4	$31K	Hold	491	–	–	﹤0.01%	1217
2017 Q3	$30K	Hold	491	–	–	﹤0.01%	1169
2017 Q2	$30K	Hold	491	–	–	﹤0.01%	1118
2017 Q1	$29K	Hold	491	–	–	﹤0.01%	1098
2016 Q4	$28K	Hold	491	–	–	﹤0.01%	1044
2016 Q3	$31K	Hold	491	–	–	﹤0.01%	974
2016 Q2	$31K	Hold	491	–	–	﹤0.01%	972
2016 Q1	$29K	Buy	+491	New	+$29K	﹤0.01%	973