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Geneos Wealth Management’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

Geneos Wealth Management’s Portfolio LQDB Stock Details LQDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8
Closed -$697 – 2529
2025
Q4 		$697 Buy
+8
New +$701 ﹤0.01% 2433

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Bank of America
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IWP
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Wealth Enhancement Advisory Services
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of iShares BBB Rated Corporate Bond ETF (LQDB) in Q1 2026, closing a stake of 8 shares — an estimated $697 sold.

Geneos Wealth Management first reported a position in LQDB in Q4 2025 and held it in 1 quarter. The position peaked at $697 in Q4 2025. 14 funds tracked by Wall St. Rank hold LQDB as of Q1 2026.

  • Geneos Wealth Management reported no remaining iShares BBB Rated Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 8 iShares BBB Rated Corporate Bond ETF shares in Q1 2026, an estimated $697.
  • Geneos Wealth Management first reported a position in iShares BBB Rated Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Geneos Wealth Management's iShares BBB Rated Corporate Bond ETF position peaked at $697 in Q4 2025.
  • 14 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q1 2026.

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