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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
2024-03-31 $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

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

FMR
Fisher Investments
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Citadel Advisors
Ameriprise Financial
Bank of America Corporation
Pnc Financial Services
Morgan Stanley
Captrust Financial Advisors
Raymond James & Associates
Charles Schwab Investment Management
Northwestern Mutual Wealth Management Company
Ronald Blue Trust

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