Geneos Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.2K | Hold |
1,235
| – | – | ﹤0.01% | 1395 |
|
|
2026
Q1 | $59.1K | Hold |
1,235
| – | – | ﹤0.01% | 1356 |
|
|
2025
Q4 | $59.3K | Hold |
1,235
| – | – | ﹤0.01% | 1333 |
|
|
2025
Q3 | $59.6K | Sell |
1,235
-7,597
| -86% | -$366K | ﹤0.01% | 1314 |
|
|
2025
Q2 | $422K | Sell |
8,832
-7,406
| -46% | -$351K | 0.01% | 763 |
|
|
2025
Q1 | $773K | Buy |
16,238
+15,707
| +2,958% | +$748K | 0.01% | 754 |
|
|
2024
Q4 | $25.2K | Hold |
531
| – | – | ﹤0.01% | 1617 |
|
|
2024
Q3 | $25.6K | Sell |
531
-187
| -26% | -$8.93K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $33.9K | Hold |
718
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q1 | $34.1K | Hold |
718
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q4 | $34.3K | Hold |
718
| – | – | ﹤0.01% | 1186 |
|
|
2023
Q3 | $33.2K | Hold |
718
| – | – | ﹤0.01% | 1197 |
|
|
2023
Q2 | $33.8K | Hold |
718
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q1 | $34.1K | Hold |
718
| – | – | ﹤0.01% | 1184 |
|
|
2022
Q4 | $33.7K | Hold |
718
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q3 | $33K | Sell |
718
-850
| -54% | -$40.1K | ﹤0.01% | 1175 |
|
|
2022
Q2 | $74K | Hold |
1,568
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q1 | $74K | Hold |
1,568
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q4 | $77K | Hold |
1,568
| – | – | ﹤0.01% | 1281 |
|
|
2021
Q3 | $77K | Hold |
1,568
| – | – | ﹤0.01% | 1275 |
|
|
2021
Q2 | $77K | Sell |
1,568
-16,645
| -91% | -$826K | ﹤0.01% | 1277 |
|
|
2021
Q1 | $903K | Sell |
18,213
-688
| -4% | -$34.2K | 0.03% | 452 |
|
|
2020
Q4 | $77K | Buy |
18,901
+17,333
| +1,105% | +$863K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $78K | Sell |
1,568
-617
| -28% | -$30.8K | ﹤0.01% | 1054 |
|
|
2020
Q2 | $108K | Hold |
2,185
| – | – | 0.01% | 889 |
|
|
2020
Q1 | $107K | Sell |
2,185
-9,836
| -82% | -$481K | 0.01% | 810 |
|
|
2019
Q4 | $590K | Sell |
12,021
-2,026
| -14% | -$99.3K | 0.03% | 407 |
|
|
2019
Q3 | $688K | Buy |
14,047
+11,654
| +487% | +$572K | 0.04% | 348 |
|
|
2019
Q2 | $117K | Hold |
2,393
| – | – | 0.01% | 849 |
|
|
2019
Q1 | $116K | Sell |
2,393
-387
| -14% | -$18.7K | 0.01% | 816 |
|
|
2018
Q4 | $133K | Sell |
2,780
-179
| -6% | -$8.54K | 0.01% | 743 |
|
|
2018
Q3 | $141K | Sell |
2,959
-512
| -15% | -$24.5K | 0.01% | 774 |
|
|
2018
Q2 | $166K | Buy |
3,471
+729
| +27% | +$34.8K | 0.01% | 613 |
|
|
2018
Q1 | $131K | Hold |
2,742
| – | – | 0.01% | 656 |
|
|
2017
Q4 | $131K | Hold |
2,742
| – | – | 0.01% | 661 |
|
|
2017
Q3 | $133K | Buy |
2,742
+617
| +29% | +$30.1K | 0.01% | 627 |
|
|
2017
Q2 | $103K | Hold |
2,125
| – | – | 0.01% | 671 |
|
|
2017
Q1 | $102K | Sell |
2,125
-1,758
| -45% | -$84.8K | 0.01% | 655 |
|
|
2016
Q4 | $186K | Buy |
3,883
+1,158
| +42% | +$55.9K | 0.02% | 470 |
|
|
2016
Q3 | $133K | Hold |
2,725
| – | – | 0.02% | 537 |
|
|
2016
Q2 | $133K | Hold |
2,725
| – | – | 0.02% | 523 |
|
|
2016
Q1 | $132K | Buy |
+2,725
| New | +$133K | 0.02% | 517 |
|
Other funds holding SHM
QC
UCFA
Geneos Wealth Management's SHM Position: Q2 2026 in Review
Geneos Wealth Management held its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) position steady in Q2 2026 at 1,235 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.
Geneos Wealth Management first reported a position in SHM in Q1 2016 and has held it in 42 quarters since. The position peaked at $903K in Q1 2021. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.
- Geneos Wealth Management held 1,235 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $59.2K as of Q2 2026.
- Geneos Wealth Management left its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF share count unchanged in Q2 2026.
- State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1395 holding.
- Geneos Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $903K in Q1 2021.
- 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.