CFS Investment Advisory Services’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
Q1 | – | Sell |
-4,506
| Closed | -$225K | – | 315 |
|
2024
Q4 | $225K | Sell |
4,506
-925
| -17% | -$46.2K | 0.02% | 280 |
|
2024
Q3 | $273K | Buy |
5,431
+436
| +9% | +$21.9K | 0.02% | 260 |
|
2024
Q2 | $250K | Sell |
4,995
-707
| -12% | -$35.4K | 0.02% | 238 |
|
2024
Q1 | $286K | Buy |
5,702
+1,545
| +37% | +$77.5K | 0.05% | 138 |
|
2023
Q4 | $208K | Sell |
4,157
-714
| -15% | -$35.7K | 0.04% | 148 |
|
2023
Q3 | $243K | Sell |
4,871
-353
| -7% | -$17.6K | 0.04% | 155 |
|
2023
Q2 | $261K | Sell |
5,224
-2,732
| -34% | -$136K | 0.03% | 219 |
|
2023
Q1 | $397K | Sell |
7,956
-5,362
| -40% | -$268K | 0.07% | 109 |
|
2022
Q4 | $662K | Sell |
13,318
-718,553
| -98% | -$35.7M | 0.15% | 76 |
|
2022
Q3 | $731K | Buy |
731,871
+720,212
| +6,177% | +$719K | 0.17% | 74 |
|
2022
Q2 | $580K | Sell |
11,659
-477,132
| -98% | -$23.7M | 0.09% | 157 |
|
2022
Q1 | $10K | Buy |
488,791
+471,846
| +2,785% | +$9.65K | 0.04% | 155 |
|
2021
Q4 | $846K | Sell |
16,945
-5,904
| -26% | -$295K | 0.11% | 141 |
|
2021
Q3 | $1.15M | Buy |
+22,849
| New | +$1.15M | 0.16% | 131 |
|
2020
Q4 | $713K | Buy |
+14,198
| New | +$713K | 0.11% | 130 |
|