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Geneos Wealth Management’s iShares Short Duration High Yield Muni Active ETF SHYM Stock Holding History

Geneos Wealth Management’s Portfolio SHYM Stock Details SHYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,075
Closed -$24K – 3249
2025
Q2 		$24K Hold
1,075
– – ﹤0.01% 1944
2025
Q1 		$24.4K Buy
+1,075
New +$24.5K ﹤0.01% 1857

Other funds holding SHYM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Geneos Wealth Management's SHYM Position: Q3 2025 in Review

Geneos Wealth Management sold out of iShares Short Duration High Yield Muni Active ETF (SHYM) in Q3 2025, closing a stake of 1,075 shares — an estimated $24K sold.

Geneos Wealth Management first reported a position in SHYM in Q1 2025 and held it in 2 quarters. The position peaked at $24.4K in Q1 2025. 117 funds tracked by Wall St. Rank hold SHYM as of Q3 2025.

  • Geneos Wealth Management reported no remaining iShares Short Duration High Yield Muni Active ETF position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,075 iShares Short Duration High Yield Muni Active ETF shares in Q3 2025, an estimated $24K.
  • Geneos Wealth Management first reported a position in iShares Short Duration High Yield Muni Active ETF in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's iShares Short Duration High Yield Muni Active ETF position peaked at $24.4K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held iShares Short Duration High Yield Muni Active ETF as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.