Geneos Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.9M	Buy	633,549 +21,407	+3%	+$1.02M	0.56%	37
2026 Q2	$29.5M	Buy	612,142 +30,962	+5%	+$1.5M	0.6%	31
2026 Q1	$28.2M	Buy	581,180 +36,345	+7%	+$1.77M	0.65%	30
2025 Q4	$26.6M	Buy	544,835 +31,799	+6%	+$1.55M	0.65%	28
2025 Q3	$25.1M	Buy	513,036 +10,275	+2%	+$500K	0.64%	28
2025 Q2	$24.5M	Buy	502,761 +11,785	+2%	+$569K	0.6%	30
2025 Q1	$23.7M	Buy	490,976 +813	+0.2%	+$39K	0.8%	18
2024 Q4	$23.4M	Sell	490,163 -12,769	-3%	-$613K	0.82%	18
2024 Q3	$24.5M	Buy	502,932 +37,924	+8%	+$1.83M	0.93%	14
2024 Q2	$22M	Buy	465,008 +9,123	+2%	+$430K	0.98%	15
2024 Q1	$21.6M	Buy	455,885 +6,932	+2%	+$329K	0.99%	15
2023 Q4	$21.4M	Sell	448,953 -15,797	-3%	-$738K	1.05%	13
2023 Q3	$21.6M	Buy	464,750 +18,054	+4%	+$840K	1.11%	12
2023 Q2	$20.8M	Buy	446,696 +8,772	+2%	+$412K	1.09%	11
2023 Q1	$20.7M	Buy	437,924 +6,761	+2%	+$316K	1.25%	9
2022 Q4	$20M	Buy	431,163 +2,305	+0.5%	+$107K	1.21%	12
2022 Q3	$19.8M	Sell	428,858 -17,993	-4%	-$849K	1.36%	12
2022 Q2	$21.2M	Sell	446,851 -6,413	-1%	-$306K	1.05%	15
2022 Q1	$22M	Sell	453,264 -14,559	-3%	-$719K	0.94%	18
2021 Q4	$23.6M	Buy	467,823 +22,672	+5%	+$1.15M	0.9%	17
2021 Q3	$22.7M	Buy	445,151 +440,629	+9,744%	+$22.6M	0.87%	20
2021 Q2	$231K	Buy	4,522 +550	+14%	+$28.2K	0.01%	785
2021 Q1	$204K	Hold	3,972	–	–	0.01%	957
2020 Q4	$203K	Buy	3,972 +920	+30%	+$47.4K	0.01%	823
2020 Q3	$157K	Buy	3,052 +10	+0.3%	+$516	0.01%	773
2020 Q2	$156K	Hold	3,042	–	–	0.01%	740
2020 Q1	$152K	Hold	3,042	–	–	0.01%	703
2019 Q4	$153K	Hold	3,042	–	–	0.01%	799
2019 Q3	$153K	Hold	3,042	–	–	0.01%	744
2019 Q2	$153K	Hold	3,042	–	–	0.01%	759
2019 Q1	$151K	Hold	3,042	–	–	0.01%	735
2018 Q4	$149K	Hold	3,042	–	–	0.01%	693
2018 Q3	$149K	Buy	+3,042	New	+$149K	0.01%	746
2018 Q2	–	Sell	-3,042	Closed	-$150K	–	2289
2018 Q1	$150K	Hold	3,042	–	–	0.01%	618
2017 Q4	$151K	Hold	3,042	–	–	0.01%	617
2017 Q3	$152K	Hold	3,042	–	–	0.02%	591
2017 Q2	$152K	Buy	3,042 +2,982	+4,970%	+$150K	0.02%	567
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	1810
2016 Q4	$3K	Hold	60	–	–	﹤0.01%	1767
2016 Q3	$3K	Hold	60	–	–	﹤0.01%	1700
2016 Q2	$3K	Hold	60	–	–	﹤0.01%	1619
2016 Q1	$3K	Buy	+60	New	+$2.99K	﹤0.01%	1607

Other funds holding ISTB

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

LJI Wealth Management Indianapolis, Indiana $712M AUM 13.75% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

Geneos Wealth Management's ISTB Position: Q3 2026 in Review

Geneos Wealth Management increased its iShares Core 1-5 Year USD Bond ETF (ISTB) stake by 3.5% in Q3 2026, buying an estimated $1.02M and bringing the position to 633,549 shares worth $29.9M. The position accounts for 0.56% of the portfolio, ranked #37.

Geneos Wealth Management first reported a position in ISTB in Q1 2016 and has held it in 42 quarters since. 227 funds tracked by Wall St. Rank hold ISTB as of Q3 2026.

Geneos Wealth Management held 633,549 shares of iShares Core 1-5 Year USD Bond ETF worth $29.9M as of Q3 2026.
Geneos Wealth Management bought 21,407 iShares Core 1-5 Year USD Bond ETF shares in Q3 2026, an estimated $1.02M.
iShares Core 1-5 Year USD Bond ETF made up 0.56% of Geneos Wealth Management's portfolio in Q3 2026, its #37 holding.
Geneos Wealth Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2016 and has held it in 42 quarters since.
227 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.