SFA
Source Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.13M | Buy |
181,370
+47,335
| +35% | +$2.38M | 2.7% | 8 |
|
|
2024
Q2 | $6.72M | Buy |
134,035
+16,673
| +14% | +$836K | 2.07% | 12 |
|
|
2024
Q1 | $5.88M | Buy |
117,362
+31,817
| +37% | +$1.59M | 1.79% | 13 |
|
|
2023
Q4 | $4.28M | Buy |
85,545
+28,229
| +49% | +$1.41M | 1.33% | 16 |
|
|
2023
Q3 | $2.85M | Sell |
57,316
-3,271
| -5% | -$163K | 0.96% | 24 |
|
|
2023
Q2 | $3.02M | Sell |
60,587
-12,477
| -17% | -$622K | 0.99% | 22 |
|
|
2023
Q1 | $3.65M | Buy |
73,064
+36,179
| +98% | +$1.81M | 1.22% | 17 |
|
|
2022
Q4 | $1.83M | Buy |
36,885
+31,858
| +634% | +$1.58M | 0.69% | 33 |
|
|
2022
Q3 | $250K | Buy |
+5,027
| New | +$250K | 0.1% | 98 |
|