Geneos Wealth Management »

iShares Lehman 1-3 Year Treas.Bond shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in iShares Lehman 1-3 Year Treas.Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman 1-3 Year Treas.Bond held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 55k 81.65
2024-03-31 $4.2M 51k 81.78
2023-12-31 $4.3M 52k 82.04
2023-09-30 $4.3M 54k 80.97
2023-06-30 $2.8M 34k 81.08
2023-03-31 $4.8M 58k 82.16
2022-12-31 $6.0M 75k 81.17
2022-09-30 $3.4M 42k 81.21
2022-06-30 $2.3M 28k 82.96
2022-03-31 $1.8M 21k 83.33
2021-12-31 $4.7M 55k 85.54
2021-09-30 $6.9M 80k 86.17
2021-06-30 $6.8M 79k 86.17
2021-03-31 $7.0M 81k 86.28
2020-12-31 $7.1M 83k 86.29
2020-09-30 $9.2M 106k 86.49
2020-06-30 $7.6M 88k 86.59
2020-03-31 $7.0M 80k 86.64
2019-12-31 $520k 6.1k 84.58
2019-09-30 $377k 4.4k 84.74
2019-06-30 $401k 4.7k 84.65
2019-03-31 $2.5M 30k 84.12
2018-12-31 $3.9M 46k 83.57
2018-09-30 $937k 11k 83.01
2018-06-30 $1.3M 15k 83.32
2018-03-31 $965k 12k 83.51
2017-12-31 $1.0M 12k 83.43
2017-09-30 $1.0M 12k 84.44
2017-06-30 $1.0M 12k 84.65
2017-03-31 $1.0M 12k 84.49
2016-12-31 $1.2M 14k 84.41
2016-09-30 $1.1M 13k 85.03
2016-06-30 $1.1M 13k 85.28
2016-03-31 $1.1M 13k 84.92

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 1-3 Year Treas.Bond

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

View all funds holding iShares Lehman 1-3 Year Treas.Bond