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Geneos Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Geneos Wealth Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$900K Buy
17,123
+1,008
+6% +$53.3K 0.02% 534
2025
Q4 		$852K Buy
16,115
+213
+1% +$11.3K 0.02% 541
2025
Q3 		$843K Sell
15,902
-2,674
-14% -$141K 0.02% 529
2025
Q2 		$980K Sell
18,576
-42,214
-69% -$2.21M 0.02% 537
2025
Q1 		$3.18M Buy
60,790
+39,275
+183% +$2.04M 0.05% 382
2024
Q4 		$1.11M Sell
21,515
-5,207
-19% -$271K 0.04% 395
2024
Q3 		$1.41M Buy
26,722
+17,847
+201% +$929K 0.05% 339
2024
Q2 		$455K Buy
8,875
+584
+7% +$29.8K 0.02% 513
2024
Q1 		$425K Sell
8,291
-965
-10% -$49.4K 0.02% 523
2023
Q4 		$475K Sell
9,256
-349
-4% -$17.5K 0.02% 494
2023
Q3 		$479K Sell
9,605
-3,282
-25% -$164K 0.02% 478
2023
Q2 		$647K Buy
12,887
+1,148
+10% +$57.8K 0.03% 411
2023
Q1 		$593K Sell
11,739
-568
-5% -$28.5K 0.04% 408
2022
Q4 		$613K Sell
12,307
-5,697
-32% -$282K 0.04% 378
2022
Q3 		$887K Sell
18,004
-2,888
-14% -$146K 0.06% 274
2022
Q2 		$1.06M Buy
20,892
+158
+0.8% +$8.04K 0.05% 307
2022
Q1 		$1.07M Sell
20,734
-44,620
-68% -$2.35M 0.05% 334
2021
Q4 		$3.52M Buy
65,354
+4,405
+7% +$238K 0.13% 167
2021
Q3 		$3.33M Buy
60,949
+29,209
+92% +$1.6M 0.13% 178
2021
Q2 		$1.74M Sell
31,740
-20,324
-39% -$1.11M 0.07% 261
2021
Q1 		$2.85M Sell
52,064
-626
-1% -$34.4K 0.08% 245
2020
Q4 		$1.94M Sell
52,690
-45,673
-46% -$2.51M 0.08% 240
2020
Q3 		$5.39M Buy
98,363
+4,941
+5% +$271K 0.28% 82
2020
Q2 		$5.11M Buy
93,422
+33,138
+55% +$1.79M 0.28% 80
2020
Q1 		$3.13M Buy
60,284
+48,340
+405% +$2.57M 0.21% 110
2019
Q4 		$640K Buy
11,944
+5,690
+91% +$305K 0.03% 391
2019
Q3 		$335K Buy
6,254
+286
+5% +$15.3K 0.02% 502
2019
Q2 		$318K Buy
5,968
+2,539
+74% +$134K 0.02% 526
2019
Q1 		$181K Sell
3,429
-674
-16% -$35.2K 0.01% 676
2018
Q4 		$211K Buy
4,103
+321
+8% +$16.6K 0.02% 585
2018
Q3 		$196K Sell
3,782
-448
-11% -$23.2K 0.01% 651
2018
Q2 		$219K Sell
4,230
-406
-9% -$21K 0.02% 548
2018
Q1 		$240K Buy
4,636
+94
+2% +$4.89K 0.02% 488
2017
Q4 		$237K Buy
4,542
+6
+0.1% +$315 0.02% 488
2017
Q3 		$238K Sell
4,536
-996
-18% -$52.5K 0.02% 464
2017
Q2 		$291K Buy
5,532
+144
+3% +$7.58K 0.03% 404
2017
Q1 		$283K Sell
5,388
-10
-0.2% -$525 0.03% 395
2016
Q4 		$283K Sell
5,398
-226
-4% -$11.9K 0.04% 374
2016
Q3 		$297K Buy
5,624
+2,400
+74% +$127K 0.04% 361
2016
Q2 		$170K Sell
3,224
-50
-2% -$2.64K 0.02% 478
2016
Q1 		$172K Buy
+3,274
New +$172K 0.03% 467

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's IGSB Position: Q1 2026 in Review

Geneos Wealth Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 6.3% in Q1 2026, buying an estimated $53.3K and bringing the position to 17,123 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #534.

Geneos Wealth Management first reported a position in IGSB in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.39M in Q3 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Geneos Wealth Management held 17,123 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $900K as of Q1 2026.
  • Geneos Wealth Management bought 1,008 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $53.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #534 holding.
  • Geneos Wealth Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.39M in Q3 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.