Geneos Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38K | Hold |
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|
2025
Q2 | $37.5K | Sell |
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|
2025
Q1 | $107K | Buy |
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|
2024
Q4 | $36.5K | Hold |
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|
2024
Q3 | $38.3K | Hold |
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|
2024
Q2 | $36.6K | Sell |
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|
2024
Q1 | $83.2K | Hold |
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|
2023
Q4 | $84.4K | Hold |
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|
2023
Q3 | $79.9K | Hold |
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|
2023
Q2 | $83.6K | Hold |
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|
2023
Q1 | $85K | Hold |
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|
2022
Q4 | $83K | Buy |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $87K | Hold |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $60K | Buy |
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