JSA
Jacobson & Schmitt Advisors’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 | $3.37M | Buy |
66,993
+406
| +0.6% | +$20.4K | 0.6% | 39 |
|
|
2025
Q1 | $3.35M | Buy |
66,587
+2,703
| +4% | +$136K | 0.68% | 40 |
|
|
2024
Q4 | $3.19M | Buy |
63,884
+15,258
| +31% | +$762K | 0.62% | 39 |
|
|
2024
Q3 | $2.45M | Buy |
48,626
+760
| +2% | +$38.2K | 0.5% | 39 |
|
|
2024
Q2 | $2.4M | Buy |
47,866
+14,271
| +42% | +$716K | 0.55% | 36 |
|
|
2024
Q1 | $1.68M | Buy |
33,595
+1,450
| +5% | +$72.7K | 0.4% | 39 |
|
|
2023
Q4 | $1.61M | Sell |
32,145
-624
| -2% | -$31.2K | 0.41% | 39 |
|
|
2023
Q3 | $1.63M | Buy |
32,769
+3,575
| +12% | +$178K | 0.46% | 36 |
|
|
2023
Q2 | $1.46M | Buy |
29,194
+19,061
| +188% | +$951K | 0.41% | 38 |
|
|
2023
Q1 | $506K | Buy |
+10,133
| New | +$506K | 0.15% | 45 |
|
|
2021
Q1 | – | Sell |
-6,463
| Closed | -$325K | – | 45 |
|
|
2020
Q4 | $325K | Sell |
6,463
-3,221
| -33% | -$162K | 0.11% | 37 |
|
|
2020
Q3 | $486K | Buy |
+9,684
| New | +$486K | 0.19% | 35 |
|