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Vanguard Intermediate-Term Bond ETF shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $25M 330k 74.89
2024-03-31 $24M 323k 75.40
2023-12-31 $24M 313k 76.38
2023-09-30 $24M 326k 72.31
2023-06-30 $23M 311k 75.23
2023-03-31 $23M 296k 76.74
2022-12-31 $22M 293k 74.32
2022-09-30 $22M 294k 73.48
2022-06-30 $24M 301k 78.33
2022-03-31 $24M 297k 81.90
2021-12-31 $27M 303k 87.62
2021-09-30 $26M 289k 89.70
2021-06-30 $3.6M 40k 90.01
2021-03-31 $3.4M 38k 89.08
2020-12-31 $3.2M 38k 86.08
2020-09-30 $3.8M 41k 93.41
2020-06-30 $3.9M 42k 92.93
2020-03-31 $3.9M 44k 88.66
2019-12-31 $3.5M 41k 87.32
2019-09-30 $3.3M 38k 87.84
2019-06-30 $4.2M 49k 86.49
2019-03-31 $4.1M 49k 83.92
2018-12-31 $4.7M 58k 81.21
2018-09-30 $4.6M 57k 80.47
2018-06-30 $4.8M 59k 80.97
2018-03-31 $5.0M 62k 81.80
2017-12-31 $4.1M 49k 83.82
2017-09-30 $4.0M 47k 84.79
2017-06-30 $3.8M 46k 84.52
2017-03-31 $3.6M 43k 83.60
2016-12-31 $3.6M 43k 83.06
2016-09-30 $3.7M 42k 87.66
2016-06-30 $2.5M 29k 88.09
2016-03-31 $2.6M 31k 85.91

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Vanguard Intermediate-Term Bond ETF

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Bank of America Corporation
Morgan Stanley
LPL Financial
True Link Financial Advisors
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Envestnet Portfolio Solutions
Lincoln National
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Intermediate-Term Bond ETF