Carson Wealth (CWM LLC)’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.53M Buy
149,743
+1,836
+1% +$92.3K 0.03% 475
2025
Q1
$7.43M Buy
147,907
+4,631
+3% +$233K 0.03% 417
2024
Q4
$7.16M Sell
143,276
-6,947
-5% -$347K 0.03% 392
2024
Q3
$7.56M Buy
150,223
+2,729
+2% +$137K 0.03% 359
2024
Q2
$7.4M Buy
147,494
+23,538
+19% +$1.18M 0.03% 345
2024
Q1
$6.21M Buy
123,956
+28,275
+30% +$1.42M 0.03% 379
2023
Q4
$4.78M Sell
95,681
-4,541
-5% -$227K 0.03% 402
2023
Q3
$4.99M Buy
100,222
+1,238
+1% +$61.7K 0.03% 362
2023
Q2
$4.94M Buy
98,984
+3,009
+3% +$150K 0.03% 341
2023
Q1
$4.8M Buy
95,975
+1,893
+2% +$94.6K 0.03% 326
2022
Q4
$4.68M Sell
94,082
-4,691
-5% -$233K 0.03% 313
2022
Q3
$4.9M Buy
98,773
+33,813
+52% +$1.68M 0.04% 284
2022
Q2
$3.23M Buy
+64,960
New +$3.23M 0.03% 348
2018
Q4
Sell
-15
Closed -$1K 2184
2018
Q3
$1K Buy
+15
New +$1K ﹤0.01% 1699