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Geneos Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Geneos Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.3M Buy
49,775
+5,010
+11% +$233K 0.05% 338
2025
Q4 		$2.08M Buy
44,765
+3,772
+9% +$176K 0.05% 345
2025
Q3 		$1.91M Buy
40,993
+827
+2% +$38.2K 0.05% 354
2025
Q2 		$1.86M Sell
40,166
-61,841
-61% -$2.82M 0.05% 384
2025
Q1 		$4.7M Buy
102,007
+61,187
+150% +$2.79M 0.07% 313
2024
Q4 		$1.85M Sell
40,820
-1,376
-3% -$63.2K 0.06% 301
2024
Q3 		$1.99M Buy
42,196
+138
+0.3% +$6.4K 0.08% 282
2024
Q2 		$1.9M Sell
42,058
-6,286
-13% -$283K 0.08% 255
2024
Q1 		$2.2M Buy
48,344
+4,430
+10% +$202K 0.1% 234
2023
Q4 		$2.02M Sell
43,914
-4,536
-9% -$200K 0.1% 228
2023
Q3 		$2.12M Buy
48,450
+3,030
+7% +$135K 0.11% 206
2023
Q2 		$2.07M Buy
45,420
+11,080
+32% +$507K 0.11% 213
2023
Q1 		$1.58M Buy
34,340
+32,459
+1,726% +$1.49M 0.1% 233
2022
Q4 		$84.5K Buy
1,881
+775
+70% +$34.7K 0.01% 876
2022
Q3 		$49K Sell
1,106
-1,015
-48% -$47.4K ﹤0.01% 1037
2022
Q2 		$99K Sell
2,121
-107
-5% -$5.08K ﹤0.01% 1013
2022
Q1 		$110K Sell
2,228
-30,620
-93% -$1.56M ﹤0.01% 1053
2021
Q4 		$1.74M Buy
32,848
+1,503
+5% +$79.7K 0.07% 275
2021
Q3 		$1.67M Buy
31,345
+30,568
+3,934% +$1.64M 0.06% 274
2021
Q2 		$41K Sell
777
-2,467
-76% -$131K ﹤0.01% 1574
2021
Q1 		$172K Sell
3,244
-519
-14% -$27.8K ﹤0.01% 1040
2020
Q4 		$198K Buy
3,763
+1,343
+55% +$73K 0.01% 828
2020
Q3 		$131K Sell
2,420
-304
-11% -$16.6K 0.01% 835
2020
Q2 		$147K Buy
2,724
+27
+1% +$1.45K 0.01% 763
2020
Q1 		$141K Buy
2,697
+751
+39% +$39.4K 0.01% 731
2019
Q4 		$101K Buy
1,946
+1,346
+224% +$70.2K 0.01% 946
2019
Q3 		$31K Hold
600
– – ﹤0.01% 1407
2019
Q2 		$31K Hold
600
– – ﹤0.01% 1422
2019
Q1 		$30K Hold
600
– – ﹤0.01% 1384
2018
Q4 		$29K Hold
600
– – ﹤0.01% 1341
2018
Q3 		$29K Buy
+600
New +$29.6K ﹤0.01% 1420
2017
Q2 		– Sell
-74
Closed -$3K – 2105
2017
Q1 		$3K Buy
+74
New +$3.72K ﹤0.01% 1811

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q1 2026, buying an estimated $233K and bringing the position to 49,775 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #338.

Geneos Wealth Management first reported a position in IUSB in Q1 2017 and has held it in 32 quarters since. The position peaked at $4.7M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Geneos Wealth Management held 49,775 shares of iShares Core Universal USD Bond ETF worth $2.3M as of Q1 2026.
  • Geneos Wealth Management bought 5,010 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $233K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Geneos Wealth Management's portfolio in Q1 2026, its #338 holding.
  • Geneos Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and has held it in 32 quarters since.
  • Geneos Wealth Management's iShares Core Universal USD Bond ETF position peaked at $4.7M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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