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Geneos Wealth Management’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Geneos Wealth Management’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.5K Buy
1,562
+12
+0.8% +$598 ﹤0.01% 1265
2025
Q4 		$77K Sell
1,550
-4,843
-76% -$245K ﹤0.01% 1241
2025
Q3 		$323K Buy
+6,393
New +$316K 0.01% 765
2024
Q3 		– Sell
-71
Closed -$3.53K – 2585
2024
Q2 		$3.53K Hold
71
– – ﹤0.01% 1784
2024
Q1 		$3.63K Hold
71
– – ﹤0.01% 1778
2023
Q4 		$3.73K Hold
71
– – ﹤0.01% 1793
2023
Q3 		$3.35K Hold
71
– – ﹤0.01% 1842
2023
Q2 		$3.73K Hold
71
– – ﹤0.01% 1813
2023
Q1 		$3.81K Buy
+71
New +$3.77K ﹤0.01% 1792
2022
Q1 		– Sell
-571
Closed -$41K – 2863
2021
Q4 		$41K Sell
571
-8
-1% -$577 ﹤0.01% 1559
2021
Q3 		$41K Hold
579
– – ﹤0.01% 1575
2021
Q2 		$41K Hold
579
– – ﹤0.01% 1573
2021
Q1 		$40K Buy
579
+79
+16% +$5.66K ﹤0.01% 1742
2020
Q4 		$34K Buy
+500
New +$37.8K ﹤0.01% 1645
2020
Q3 		– Sell
-513
Closed -$38K – 2663
2020
Q2 		$38K Buy
513
+5
+1% +$366 ﹤0.01% 1343
2020
Q1 		$36K Hold
508
– – ﹤0.01% 1248
2019
Q4 		$34K Buy
508
+2
+0.4% +$137 ﹤0.01% 1451
2019
Q3 		$34K Hold
506
– – ﹤0.01% 1362
2019
Q2 		$33K Sell
506
-10,269
-95% -$647K ﹤0.01% 1394
2019
Q1 		$674K Buy
10,775
+525
+5% +$31.7K 0.04% 338
2018
Q4 		$602K Buy
10,250
+1,087
+12% +$63K 0.04% 337
2018
Q3 		$546K Buy
+9,163
New +$551K 0.04% 365

Other funds holding ILTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RF
RetireMitten Financial Milford, Michigan $207M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Core 10+ Year USD Bond ETF (ILTB) stake by 0.77% in Q1 2026, buying an estimated $598 and bringing the position to 1,562 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Geneos Wealth Management first reported a position in ILTB in Q3 2018 and has held it in 22 quarters since. The position peaked at $674K in Q1 2019. 84 funds tracked by Wall St. Rank hold ILTB as of Q1 2026.

  • Geneos Wealth Management held 1,562 shares of iShares Core 10+ Year USD Bond ETF worth $76.5K as of Q1 2026.
  • Geneos Wealth Management bought 12 iShares Core 10+ Year USD Bond ETF shares in Q1 2026, an estimated $598.
  • iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1265 holding.
  • Geneos Wealth Management first reported a position in iShares Core 10+ Year USD Bond ETF in Q3 2018 and has held it in 22 quarters since.
  • Geneos Wealth Management's iShares Core 10+ Year USD Bond ETF position peaked at $674K in Q1 2019.
  • 84 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2026.

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