OneDigital 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 | $4.72M | Buy |
93,829
+8,088
| +9% | +$407K | 0.05% | 249 |
|
|
2025
Q1 | $4.31M | Sell |
85,741
-3,308
| -4% | -$166K | 0.05% | 255 |
|
|
2024
Q4 | $4.45M | Buy |
89,049
+9,331
| +12% | +$466K | 0.05% | 264 |
|
|
2024
Q3 | $4.01M | Buy |
79,718
+3,603
| +5% | +$181K | 0.05% | 284 |
|
|
2024
Q2 | $3.82M | Sell |
76,115
-368
| -0.5% | -$18.5K | 0.05% | 277 |
|
|
2024
Q1 | $3.83M | Buy |
76,483
+824
| +1% | +$41.3K | 0.06% | 224 |
|
|
2023
Q4 | $3.78M | Buy |
75,659
+6,058
| +9% | +$303K | 0.07% | 217 |
|
|
2023
Q3 | $3.47M | Buy |
69,601
+15,266
| +28% | +$760K | 0.08% | 195 |
|
|
2023
Q2 | $2.71M | Sell |
54,335
-4,758
| -8% | -$237K | 0.06% | 222 |
|
|
2023
Q1 | $2.95M | Buy |
59,093
+2,305
| +4% | +$115K | 0.07% | 213 |
|
|
2022
Q4 | $2.82M | Buy |
56,788
+39,271
| +224% | +$1.95M | 0.08% | 203 |
|
|
2022
Q3 | $870K | Buy |
+17,517
| New | +$870K | 0.03% | 325 |
|