Geneos Wealth Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5M | Sell |
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|
2025
Q1 | $47.5M | Buy |
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|
2024
Q4 | $23.4M | Sell |
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|
2024
Q3 | $24.5M | Buy |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $21.6M | Buy |
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|
2023
Q4 | $21.4M | Sell |
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|
2023
Q3 | $21.6M | Buy |
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|
2023
Q2 | $20.8M | Buy |
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|
2023
Q1 | $20.7M | Buy |
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|
2022
Q4 | $20M | Buy |
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|
2022
Q3 | $19.8M | Sell |
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|
2022
Q2 | $21.2M | Sell |
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|
2022
Q1 | $22M | Sell |
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|
2021
Q4 | $23.6M | Buy |
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|
2021
Q3 | $22.7M | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $204K | Hold |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | $157K | Buy |
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $152K | Hold |
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|
2019
Q4 | $153K | Hold |
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|
2019
Q3 | $153K | Hold |
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|
2019
Q2 | $153K | Hold |
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|
2019
Q1 | $151K | Hold |
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|
2018
Q4 | $149K | Hold |
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|
2018
Q3 | $149K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $150K | Hold |
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|
2017
Q4 | $151K | Hold |
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|
2017
Q3 | $152K | Hold |
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|
2017
Q2 | $152K | Buy |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Buy |
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