Geneos Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.6K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $25.2K | Hold |
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|
2024
Q3 | $25.6K | Sell |
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|
2024
Q2 | $33.9K | Hold |
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|
2024
Q1 | $34.1K | Hold |
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|
2023
Q4 | $34.3K | Hold |
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|
2023
Q3 | $33.2K | Hold |
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|
2023
Q2 | $33.8K | Hold |
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|
2023
Q1 | $34.1K | Hold |
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|
2022
Q4 | $33.7K | Hold |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $77K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $903K | Sell |
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|
2020
Q4 | $77K | Buy |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $108K | Hold |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $590K | Sell |
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|
2019
Q3 | $688K | Buy |
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|
2019
Q2 | $117K | Hold |
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|
2019
Q1 | $116K | Sell |
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|
2018
Q4 | $133K | Sell |
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|
2018
Q3 | $141K | Sell |
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|
2018
Q2 | $166K | Buy |
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|
2018
Q1 | $131K | Hold |
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|
2017
Q4 | $131K | Hold |
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|
2017
Q3 | $133K | Buy |
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|
2017
Q2 | $103K | Hold |
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|
2017
Q1 | $102K | Sell |
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|
2016
Q4 | $186K | Buy |
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|
2016
Q3 | $133K | Hold |
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|
2016
Q2 | $133K | Hold |
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|
2016
Q1 | $132K | Buy |
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