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iShares Lehman 7-10 Yr Treas. Bond shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Lehman 7-10 Yr Treas. Bond (IEF) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Lehman 7-10 Yr Treas. Bond

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All positions including iShares Lehman 7-10 Yr Treas. Bond held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 7-10 Yr Treas. Bond by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.5M 37k 93.65
2024-03-31 $3.8M 41k 94.66
2023-12-31 $3.8M 39k 96.39
2023-09-30 $3.9M 43k 91.59
2023-06-30 $4.8M 50k 96.60
2023-03-31 $3.7M 37k 99.12
2022-12-31 $5.7M 59k 95.78
2022-09-30 $5.8M 61k 95.98
2022-06-30 $5.7M 56k 103.24
2022-03-31 $5.7M 53k 107.46
2021-12-31 $6.2M 54k 115.16
2021-09-30 $6.5M 57k 115.61
2021-06-30 $7.9M 69k 115.88
2021-03-31 $13M 113k 114.01
2020-12-31 $13M 119k 112.94
2020-09-30 $12M 101k 122.08
2020-06-30 $12M 102k 121.97
2020-03-31 $16M 135k 120.97
2019-12-31 $9.2M 83k 110.68
2019-09-30 $7.9M 71k 112.37
2019-06-30 $10M 92k 110.02
2019-03-31 $6.8M 63k 106.66
2018-12-31 $8.2M 79k 103.81
2018-09-30 $14M 141k 101.20
2018-06-30 $5.5M 54k 102.49
2018-03-31 $5.7M 55k 103.18
2017-12-31 $4.6M 44k 105.56
2017-09-30 $4.5M 43k 106.51
2017-06-30 $4.5M 42k 106.59
2017-03-31 $6.1M 58k 105.58
2016-12-31 $6.1M 58k 104.81
2016-09-30 $12M 105k 111.87
2016-06-30 $12M 102k 113.08
2016-03-31 $8.3M 76k 110.14

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 iShares Lehman 7-10 Yr Treas. Bond

Fisher Investments
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Citadel Advisors
Pnc Financial Services
Captrust Financial Advisors
Sona Asset Management
Raymond James & Associates
Ronald Blue Trust
Northwestern Mutual Wealth Management Company
BlackRock
BlackRock
LPL Financial

View all funds holding iShares Lehman 7-10 Yr Treas. Bond