Geneos Wealth Management’s iShares International Preferred Stock ETF IPFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,224
Closed -$54K 3195
2021
Q1
$54K Buy
+3,224
New +$52.4K ﹤0.01% 1594
2016
Q3
Sell
-5,416
Closed -$84K 2008
2016
Q2
$84K Buy
+5,416
New +$89K 0.01% 640

Other funds holding IPFF

Geneos Wealth Management's IPFF Position: Q2 2021 in Review

Geneos Wealth Management sold out of iShares International Preferred Stock ETF (IPFF) in Q2 2021, closing a stake of 3,224 shares — an estimated $54K sold.

Geneos Wealth Management first reported a position in IPFF in Q2 2016 and held it in 2 quarters. The position peaked at $84K in Q2 2016. 31 funds tracked by Wall St. Rank hold IPFF as of Q2 2021.

  • Geneos Wealth Management reported no remaining iShares International Preferred Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 3,224 iShares International Preferred Stock ETF shares in Q2 2021, an estimated $54K.
  • Geneos Wealth Management first reported a position in iShares International Preferred Stock ETF in Q2 2016 and held it in 2 quarters.
  • Geneos Wealth Management's iShares International Preferred Stock ETF position peaked at $84K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.