Milestone Investment Advisors’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
$397K Buy
7,889
+398
+5% +$20K 0.1% 65
2025
Q1
$376K Hold
7,491
0.1% 65
2024
Q4
$374K Buy
7,491
+499
+7% +$24.9K 0.1% 64
2024
Q3
$352K Buy
6,992
+3,989
+133% +$201K 0.1% 69
2024
Q2
$151K Buy
+3,003
New +$151K 0.04% 85