Elmwood Wealth Management’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 | $3.85M | Buy |
76,605
+875
| +1% | +$44K | 1.53% | 17 |
|
|
2025
Q1 | $3.8M | Buy |
75,730
+7,405
| +11% | +$372K | 1.56% | 16 |
|
|
2024
Q4 | $3.41M | Buy |
68,325
+8,920
| +15% | +$446K | 1.38% | 22 |
|
|
2024
Q3 | $2.99M | Buy |
59,405
+16,240
| +38% | +$817K | 1.23% | 29 |
|
|
2024
Q2 | $2.16M | Sell |
43,165
-19,670
| -31% | -$986K | 0.96% | 40 |
|
|
2024
Q1 | $3.15M | Buy |
62,835
+2,150
| +4% | +$108K | 1.35% | 21 |
|
|
2023
Q4 | $3.03M | Sell |
60,685
-1,150
| -2% | -$57.5K | 2.13% | 12 |
|
|
2023
Q3 | $3.08M | Sell |
61,835
-1,200
| -2% | -$59.8K | 1.49% | 17 |
|
|
2023
Q2 | $3.14M | Hold |
63,035
| – | – | 1.47% | 17 |
|
|
2023
Q1 | $3.15M | Buy |
63,035
+15,400
| +32% | +$769K | 1.49% | 14 |
|
|
2022
Q4 | $2.37M | Buy |
47,635
+1,700
| +4% | +$84.5K | 1.18% | 25 |
|
|
2022
Q3 | $2.28M | Buy |
45,935
+5,000
| +12% | +$248K | 1.14% | 28 |
|
|
2022
Q2 | $2.04M | Buy |
40,935
+1,200
| +3% | +$59.7K | 1.16% | 32 |
|
|
2022
Q1 | $1.98M | Buy |
39,735
+7,900
| +25% | +$393K | 1.01% | 40 |
|
|
2021
Q4 | $1.6M | Buy |
+31,835
| New | +$1.6M | 0.76% | 50 |
|
|
2021
Q2 | $1.47M | Sell |
29,335
-2,000
| -6% | -$100K | 0.78% | 49 |
|
|
2021
Q1 | $1.58M | Buy |
+31,335
| New | +$1.58M | 0.96% | 36 |
|
|
2020
Q3 | $1.57M | Hold |
31,335
| – | – | 1.27% | 21 |
|
|
2020
Q2 | $1.57M | Buy |
31,335
+6,750
| +27% | +$338K | 1.27% | 21 |
|
|
2020
Q1 | $1.22M | Sell |
24,585
-3,250
| -12% | -$162K | 1.17% | 30 |
|
|
2019
Q4 | $1.4M | Hold |
27,835
| – | – | 1.22% | 25 |
|
|
2019
Q3 | $1.4M | Buy |
27,835
+414
| +2% | +$20.8K | 1.41% | 24 |
|
|
2019
Q2 | $1.38M | Sell |
27,421
-1,814
| -6% | -$91K | 1.22% | 27 |
|
|
2019
Q1 | $1.46M | Buy |
29,235
+1,350
| +5% | +$67.6K | 1.35% | 23 |
|
|
2018
Q4 | $1.39M | Sell |
27,885
-1,100
| -4% | -$55K | 1.35% | 22 |
|
|
2018
Q3 | $1.45M | Buy |
28,985
+1,600
| +6% | +$79.9K | 1.2% | 26 |
|
|
2018
Q2 | $1.37M | Buy |
27,385
+2,800
| +11% | +$140K | 1.24% | 26 |
|
|
2018
Q1 | $1.22M | Buy |
+24,585
| New | +$1.22M | 1.17% | 30 |
|