Core Wealth Advisors’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 | $694K | Hold |
13,808
| – | – | 0.2% | 41 |
|
|
2025
Q1 | $694K | Sell |
13,808
-322
| -2% | -$16.2K | 0.22% | 40 |
|
|
2024
Q4 | $706K | Buy |
14,130
+1,992
| +16% | +$99.5K | 0.23% | 38 |
|
|
2024
Q3 | $611K | Buy |
12,138
+1,990
| +20% | +$100K | 0.2% | 40 |
|
|
2024
Q2 | $509K | Buy |
10,148
+1,000
| +11% | +$50.2K | 0.17% | 40 |
|
|
2024
Q1 | $458K | Hold |
9,148
| – | – | 0.16% | 40 |
|
|
2023
Q4 | $457K | Hold |
9,148
| – | – | 0.17% | 35 |
|
|
2023
Q3 | $456K | Buy |
9,148
+806
| +10% | +$40.1K | 0.19% | 33 |
|
|
2023
Q2 | $416K | Buy |
8,342
+2,243
| +37% | +$112K | 0.17% | 33 |
|
|
2023
Q1 | $305K | Buy |
+6,099
| New | +$305K | 0.12% | 42 |
|
|
2022
Q1 | – | Sell |
-5,976
| Closed | -$299K | – | 214 |
|
|
2021
Q4 | $299K | Sell |
5,976
-752
| -11% | -$37.6K | 0.18% | 31 |
|
|
2021
Q3 | $338K | Buy |
6,728
+5,976
| +795% | +$300K | 0.22% | 30 |
|
|
2021
Q2 | $38K | Buy |
+752
| New | +$38K | 0.03% | 80 |
|
|
2020
Q1 | – | Sell |
-799
| Closed | -$40K | – | 167 |
|
|
2019
Q4 | $40K | Buy |
+799
| New | +$40K | 0.02% | 61 |
|