Geneos Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $860K | Buy |
17,185
+3,177
| +23% | +$158K | 0.02% | 579 |
|
|
2026
Q1 | $695K | Buy |
14,008
+12,112
| +639% | +$612K | 0.02% | 597 |
|
|
2025
Q4 | $95.7K | Hold |
1,896
| – | – | ﹤0.01% | 1160 |
|
|
2025
Q3 | $97.7K | Sell |
1,896
-241
| -11% | -$12.2K | ﹤0.01% | 1131 |
|
|
2025
Q2 | $107K | Sell |
2,137
-4,553
| -68% | -$223K | ﹤0.01% | 1222 |
|
|
2025
Q1 | $336K | Sell |
6,690
-368
| -5% | -$18.4K | 0.01% | 741 |
|
|
2024
Q4 | $349K | Buy |
7,058
+5,448
| +338% | +$280K | 0.01% | 669 |
|
|
2024
Q3 | $86.3K | Buy |
1,610
+1,116
| +226% | +$58.2K | ﹤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% | +$242 | ﹤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% | +$5.19K | ﹤0.01% | 1454 |
|
|
2022
Q4 | $8.31K | Hold |
167
| – | – | ﹤0.01% | 1580 |
|
|
2022
Q3 | $8K | Hold |
167
| – | – | ﹤0.01% | 1573 |
|
|
2022
Q2 | $8K | Sell |
167
-50
| -23% | -$2.77K | ﹤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% | -$71.5K | ﹤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% | +$3.33K | 0.01% | 934 |
|
|
2019
Q4 | $78K | Buy |
1,167
+915
| +363% | +$60.6K | ﹤0.01% | 1057 |
|
|
2019
Q3 | $16K | Buy |
252
+85
| +51% | +$5.56K | ﹤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% | -$28.7K | ﹤0.01% | 1875 |
|
|
2018
Q2 | $38K | Hold |
658
| – | – | ﹤0.01% | 1174 |
|
|
2018
Q1 | $39K | Buy |
658
+167
| +34% | +$10.2K | ﹤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 | +$27.8K | ﹤0.01% | 973 |
|
Other funds holding IGLB
PP
HNB
A
AC
Geneos Wealth Management's IGLB Position: Q2 2026 in Review
Geneos Wealth Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 23% in Q2 2026, buying an estimated $158K and bringing the position to 17,185 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #579.
Geneos Wealth Management first reported a position in IGLB in Q1 2016 and has held it in 42 quarters since. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.
- Geneos Wealth Management held 17,185 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $860K as of Q2 2026.
- Geneos Wealth Management bought 3,177 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $158K.
- iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Geneos Wealth Management's portfolio in Q2 2026, its #579 holding.
- Geneos Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 42 quarters since.
- 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.