IWM
IHT Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
4,928
+7
| +0.1% | +$352 | 0.01% | 982 |
|
|
2025
Q1 | $247K | Sell |
4,921
-4,286
| -47% | -$215K | 0.01% | 939 |
|
|
2024
Q4 | $460K | Sell |
9,207
-1,570
| -15% | -$78.4K | 0.01% | 712 |
|
|
2024
Q3 | $542K | Sell |
10,777
-2,148
| -17% | -$108K | 0.02% | 702 |
|
|
2024
Q2 | $648K | Buy |
+12,925
| New | +$648K | 0.02% | 554 |
|
|
2019
Q1 | – | Sell |
-80,000
| Closed | -$4M | – | 532 |
|
|
2018
Q4 | $4M | Hold |
80,000
| – | – | 0.77% | 26 |
|
|
2018
Q3 | $4M | Buy |
+80,000
| New | +$4M | 0.86% | 21 |
|