Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $194K | Sell |
3,891
-9
| -0.2% | -$448 | 0.02% | 291 |
|
|
2023
Q2 | $195K | Buy |
3,900
+1,580
| +68% | +$78.8K | 0.02% | 319 |
|
|
2023
Q1 | $116K | Buy |
+2,320
| New | +$116K | 0.01% | 384 |
|
|
2021
Q1 | – | Sell |
-8,617
| Closed | -$433K | – | 336 |
|
|
2020
Q4 | $433K | Buy |
+8,617
| New | +$433K | 0.07% | 189 |
|
|
2020
Q1 | – | Sell |
-27,319
| Closed | -$1.37M | – | 175 |
|
|
2019
Q4 | $1.37M | Sell |
27,319
-4,977
| -15% | -$249K | 0.43% | 35 |
|
|
2019
Q3 | $1.62M | Sell |
32,296
-5,675
| -15% | -$284K | 0.55% | 31 |
|
|
2019
Q2 | $1.9M | Buy |
37,971
+18,245
| +92% | +$915K | 0.67% | 28 |
|
|
2019
Q1 | $987K | Buy |
+19,726
| New | +$987K | 0.37% | 43 |
|
|
2018
Q1 | – | Sell |
-294
| Closed | -$15K | – | 547 |
|
|
2017
Q4 | $15K | Buy |
+294
| New | +$15K | 0.01% | 657 |
|