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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
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 Sell
860
-1,610
-65% -$69.2K ﹤0.01% 1722
2025
Q1 		$107K Buy
2,470
+1,610
+187% +$68.9K ﹤0.01% 1536
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Geneos Wealth Management held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 860 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Geneos Wealth Management first reported a position in IMTB in Q4 2020 and has held it in 22 quarters since. The position peaked at $107K in Q1 2025. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

  • Geneos Wealth Management held 860 shares of iShares Core 5-10 Year USD Bond ETF worth $37.7K as of Q1 2026.
  • Geneos Wealth Management left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1536 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 22 quarters since.
  • Geneos Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $107K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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