Geneos Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.02M | Buy |
65,463
+15,688
| +32% | +$723K | 0.06% | 313 |
|
|
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
-3,260
| -8% | -$149K | 0.05% | 384 |
|
|
2025
Q1 | $2M | Buy |
43,426
+2,606
| +6% | +$119K | 0.07% | 312 |
|
|
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
Geneos Wealth Management's IUSB Position: Q2 2026 in Review
Geneos Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, buying an estimated $723K and bringing the position to 65,463 shares worth $3.02M. The position accounts for 0.06% of the portfolio, ranked #313.
Geneos Wealth Management first reported a position in IUSB in Q1 2017 and has held it in 33 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.
- Geneos Wealth Management held 65,463 shares of iShares Core Universal USD Bond ETF worth $3.02M as of Q2 2026.
- Geneos Wealth Management bought 15,688 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $723K.
- iShares Core Universal USD Bond ETF made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #313 holding.
- Geneos Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and has held it in 33 quarters since.
- 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.