Summit Wealth Partners’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	$1.54M	Buy	30,624 +13,399	+78%	+$674K	0.29%	62
2025 Q1	$865K	Buy	17,225 +8,352	+94%	+$420K	0.18%	88
2024 Q4	$443K	Buy	8,873 +1,539	+21%	+$76.9K	0.09%	131
2024 Q3	$369K	Buy	+7,334	New	+$369K	0.07%	170