Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,620 shares of IBDS stock, worth $233,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,620

Previous 4,220 127.96%

Holding current value

$233,958

Previous $102,000 128.43%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$23.96 - $24.27 $129,384 - $131,058	5,400 Added 127.96%	9,620 $233,000
Q1 2025 May 21, 2025	SELL	$23.9 - $24.18 $129,059 - $130,572	-5,400 Reduced 56.13%	4,220 $102,000
Q1 2025 May 07, 2025	BUY	$23.9 - $24.18 $148,658 - $150,399	6,220 Added 182.94%	9,620 $232,000
Q4 2021 Feb 09, 2022	SELL	$26.38 - $27.03 $15,828 - $16,218	-600 Reduced 15.0%	3,400 $90,000
Q1 2020 Sep 07, 2021	BUY	$22.37 - $26.87 $15,659 - $18,809	700 Added 21.21%	4,000 $96,000
Q4 2019 Sep 07, 2021	BUY	$25.68 - $26.07 $66,768 - $67,782	2,600 Added 371.43%	3,300 $85,000
Q3 2019 Sep 07, 2021	BUY	$25.24 - $26.19 $17,668 - $18,333	700 New	700 $18,000

Others Institutions Holding IBDS

# of Institutions

414

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History