Geneos Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $980K | Sell |
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|
2025
Q1 | $3.18M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $647K | Buy |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $887K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $3.52M | Buy |
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|
2021
Q3 | $3.33M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $2.85M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $5.39M | Buy |
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|
2020
Q2 | $5.11M | Buy |
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|
2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $335K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $181K | Sell |
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|
2018
Q4 | $211K | Buy |
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|
2018
Q3 | $196K | Sell |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $237K | Buy |
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|
2017
Q3 | $238K | Sell |
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|
2017
Q2 | $291K | Buy |
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|
2017
Q1 | $283K | Sell |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $297K | Buy |
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|
2016
Q2 | $170K | Sell |
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|
2016
Q1 | $172K | Buy |
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