Geneos Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.5K	Hold	860	–	–	﹤0.01%	1577
2026 Q1	$37.7K	Hold	860	–	–	﹤0.01%	1536
2025 Q4	$38K	Hold	860	–	–	﹤0.01%	1497
2025 Q3	$38K	Hold	860	–	–	﹤0.01%	1478
2025 Q2	$37.5K	Hold	860	–	–	﹤0.01%	1722
2025 Q1	$37.3K	Hold	860	–	–	﹤0.01%	1646
2024 Q4	$36.5K	Hold	860	–	–	﹤0.01%	1446
2024 Q3	$38.3K	Hold	860	–	–	﹤0.01%	1291
2024 Q2	$36.6K	Sell	860 -1,080	-56%	-$45.6K	﹤0.01%	1171
2024 Q1	$83.2K	Hold	1,940	–	–	﹤0.01%	902
2023 Q4	$84.4K	Hold	1,940	–	–	﹤0.01%	886
2023 Q3	$79.9K	Hold	1,940	–	–	﹤0.01%	933
2023 Q2	$83.6K	Hold	1,940	–	–	﹤0.01%	928
2023 Q1	$85K	Hold	1,940	–	–	0.01%	894
2022 Q4	$83K	Buy	1,940 +1,080	+126%	+$46K	0.01%	882
2022 Q3	$36K	Sell	860 -1,080	-56%	-$48.2K	﹤0.01%	1132
2022 Q2	$87K	Hold	1,940	–	–	﹤0.01%	1055
2022 Q1	$91K	Hold	1,940	–	–	﹤0.01%	1129
2021 Q4	$97K	Hold	1,940	–	–	﹤0.01%	1181
2021 Q3	$99K	Buy	1,940 +750	+63%	+$38.7K	﹤0.01%	1175
2021 Q2	$61K	Hold	1,190	–	–	﹤0.01%	1384
2021 Q1	$61K	Hold	1,190	–	–	﹤0.01%	1527
2020 Q4	$60K	Buy	+1,190	New	+$62.2K	﹤0.01%	1366

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's IMTB Position: Q2 2026 in Review

Geneos Wealth Management held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q2 2026 at 860 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Geneos Wealth Management first reported a position in IMTB in Q4 2020 and has held it in 23 quarters since. The position peaked at $99K in Q3 2021. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Geneos Wealth Management held 860 shares of iShares Core 5-10 Year USD Bond ETF worth $37.5K as of Q2 2026.
Geneos Wealth Management left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1577 holding.
Geneos Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
Geneos Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $99K in Q3 2021.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.