Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

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 25,313 shares of IBTF stock, worth $591,311. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,313

Previous 25,514 0.79%

Holding current value

$591,311

Previous $596,000 0.84%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$23.29 - $23.38 $4,681 - $4,699	-201 Reduced 0.79%	25,313 $591,000
Q1 2025 May 07, 2025	SELL	$23.29 - $23.38 $24,221 - $24,315	-1,040 Reduced 3.92%	25,514 $596,000
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

# of Institutions

313

Shares Held

79.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
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Industry ETFs

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Geneos Wealth Management Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History