MWM
MEAR icon

Modera Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Modera Wealth Management’s Portfolio MEAR Stock Details MEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$401K 0.03% 151

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KCM
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SI
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CG
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