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Geneos Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Geneos Wealth Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$534K Buy
5,165
+388
+8% +$39.9K 0.01% 681
2025
Q4 		$489K Buy
4,777
+243
+5% +$25K 0.01% 671
2025
Q3 		$469K Buy
4,534
+228
+5% +$23.5K 0.01% 667
2025
Q2 		$443K Sell
4,306
-9,000
-68% -$923K 0.01% 748
2025
Q1 		$1.38M Buy
13,306
+10,789
+429% +$1.1M 0.02% 583
2024
Q4 		$253K Sell
2,517
-1,579
-39% -$159K 0.01% 764
2024
Q3 		$415K Buy
4,096
+1,579
+63% +$158K 0.02% 603
2024
Q2 		$250K Buy
2,517
+174
+7% +$17.3K 0.01% 653
2024
Q1 		$233K Sell
2,343
-5,234
-69% -$517K 0.01% 660
2023
Q4 		$747K Sell
7,577
-4,643
-38% -$452K 0.04% 384
2023
Q3 		$1.18M Sell
12,220
-2,613
-18% -$254K 0.06% 290
2023
Q2 		$1.45M Buy
14,833
+1,898
+15% +$187K 0.08% 259
2023
Q1 		$1.28M Buy
12,935
+369
+3% +$36.1K 0.08% 259
2022
Q4 		$1.22M Buy
12,566
+3,714
+42% +$361K 0.07% 245
2022
Q3 		$850K Buy
8,852
+2,772
+46% +$278K 0.06% 280
2022
Q2 		$618K Buy
6,080
+2,199
+57% +$227K 0.03% 443
2022
Q1 		$407K Sell
3,881
-598
-13% -$63K 0.02% 589
2021
Q4 		$474K Buy
4,479
+239
+6% +$25.3K 0.02% 591
2021
Q3 		$447K Buy
4,240
+1,344
+46% +$143K 0.02% 600
2021
Q2 		$310K Buy
2,896
+481
+20% +$51.1K 0.01% 682
2021
Q1 		$256K Buy
2,415
+2,164
+862% +$228K 0.01% 868
2020
Q4 		$26K Hold
251
– – ﹤0.01% 1762
2020
Q3 		$26K Hold
251
– – ﹤0.01% 1536
2020
Q2 		$25K Sell
251
-248
-50% -$25.2K ﹤0.01% 1525
2020
Q1 		$49K Sell
499
-4,980
-91% -$501K ﹤0.01% 1121
2019
Q4 		$551K Buy
5,479
+5,218
+1,999% +$523K 0.03% 415
2019
Q3 		$26K Buy
261
+7
+3% +$701 ﹤0.01% 1493
2019
Q2 		$25K Sell
254
-66,979
-100% -$6.7M ﹤0.01% 1534
2019
Q1 		$6.7M Buy
67,233
+66,460
+8,598% +$6.57M 0.44% 48
2018
Q4 		$75K Buy
773
+123
+19% +$12.1K 0.01% 931
2018
Q3 		$64K Hold
650
– – ﹤0.01% 1058
2018
Q2 		$64K Buy
650
+400
+160% +$39.8K 0.01% 942
2018
Q1 		$25K Buy
+250
New +$24.9K ﹤0.01% 1308
2017
Q4 		– Sell
-744
Closed -$74K – 2213
2017
Q3 		$74K Buy
744
+248
+50% +$24.9K 0.01% 807
2017
Q2 		$49K Buy
496
+248
+100% +$25K 0.01% 925
2017
Q1 		$25K Buy
+248
New +$25.1K ﹤0.01% 1164

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.1% in Q1 2026, buying an estimated $39.9K and bringing the position to 5,165 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #681.

Geneos Wealth Management first reported a position in STIP in Q1 2017 and has held it in 36 quarters since. The position peaked at $6.7M in Q1 2019. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Geneos Wealth Management held 5,165 shares of iShares 0-5 Year TIPS Bond ETF worth $534K as of Q1 2026.
  • Geneos Wealth Management bought 388 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $39.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #681 holding.
  • Geneos Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 36 quarters since.
  • Geneos Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $6.7M in Q1 2019.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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