McDonald 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9,390
| Closed | -$467K | – | 263 |
|
2022
Q2 | $467K | Hold |
9,390
| – | – | 0.12% | 185 |
|
2022
Q1 | $467K | Buy |
+9,390
| New | +$467K | 0.1% | 206 |
|
2021
Q4 | – | Sell |
-9,950
| Closed | -$499K | – | 655 |
|
2021
Q3 | $499K | Hold |
9,950
| – | – | 0.12% | 189 |
|
2021
Q2 | $499K | Buy |
9,950
+997
| +11% | +$50K | 0.12% | 188 |
|
2021
Q1 | $450K | Hold |
8,953
| – | – | 0.12% | 186 |
|
2020
Q4 | $450K | Buy |
+8,953
| New | +$450K | 0.13% | 176 |
|