CFS Investment Advisory Services’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,506	Closed	-$225K	–	315
2024 Q4	$225K	Sell	4,506 -925	-17%	-$46.4K	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%	+$77.3K	0.05%	138
2023 Q4	$208K	Sell	4,157 -714	-15%	-$35.6K	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%	-$267K	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%	+$35.8M	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%	+$23.5M	0.04%	155
2021 Q4	$846K	Sell	16,945 -5,904	-26%	-$296K	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