A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 26,554 shares of IBTF stock, worth $620,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,554
Previous 23,093 14.99%
Holding current value
$620,832
Previous $540,000 14.63%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$23.25 - $23.37 $80,468 - $80,883
3,461 Added 14.99%
26,554 $619,000
Q3 2024

Nov 14, 2024

BUY
$23.13 - $23.43 $3,284 - $3,327
142 Added 0.62%
23,093 $540,000
Q2 2024

Jul 23, 2024

SELL
$23.1 - $23.22 $20,004 - $20,108
-866 Reduced 3.64%
22,951 $532,000
Q1 2024

May 03, 2024

SELL
$23.16 - $23.36 $22,534 - $22,729
-973 Reduced 3.92%
23,817 $553,000
Q4 2023

Jan 26, 2024

SELL
$22.97 - $23.28 $9,601 - $9,731
-418 Reduced 1.66%
24,790 $577,000
Q3 2023

Oct 11, 2023

BUY
$23.01 - $23.2 $580,036 - $584,825
25,208 New
25,208 $581,000

Others Institutions Holding IBTF

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.