Modera Wealth Management’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
Q2 | – | Sell |
-7,995
| Closed | -$399K | – | 570 |
|
|
2023
Q1 | $399K | Hold |
7,995
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $398K | Sell |
7,995
-58,700
| -88% | -$2.92M | 0.02% | 239 |
|
|
2022
Q3 | $3.31M | Hold |
66,695
| – | – | 0.17% | 67 |
|
|
2022
Q2 | $3.32M | Buy |
66,695
+58,700
| +734% | +$2.92M | 0.16% | 71 |
|
|
2022
Q1 | $398K | Hold |
7,995
| – | – | 0.02% | 238 |
|
|
2021
Q4 | $401K | Hold |
7,995
| – | – | 0.02% | 329 |
|
|
2021
Q3 | $401K | Hold |
7,995
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $401K | Hold |
7,995
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $402K | Hold |
7,995
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $402K | Buy |
+7,995
| New | +$402K | 0.03% | 151 |
|