Tobias Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,036
| Closed | -$203K | – | 113 |
|
|
2024
Q3 | $203K | Hold |
4,036
| – | – | 0.04% | 102 |
|
|
2024
Q2 | $202K | Sell |
4,036
-282
| -7% | -$14.1K | 0.04% | 97 |
|
|
2024
Q1 | $216K | Sell |
4,318
-1,668
| -28% | -$83.6K | 0.05% | 94 |
|
|
2023
Q4 | $299K | Sell |
5,986
-72,331
| -92% | -$3.62M | 0.07% | 76 |
|
|
2023
Q3 | $3.9M | Sell |
78,317
-1,878
| -2% | -$93.5K | 1.02% | 26 |
|
|
2023
Q2 | $4M | Sell |
80,195
-3,610
| -4% | -$180K | 1.08% | 28 |
|
|
2023
Q1 | $4.19M | Buy |
83,805
+10,441
| +14% | +$522K | 1.23% | 27 |
|
|
2022
Q4 | $3.65M | Buy |
73,364
+543
| +0.7% | +$27K | 1.2% | 27 |
|
|
2022
Q3 | $3.62M | Buy |
72,821
+16,845
| +30% | +$836K | 1.28% | 24 |
|
|
2022
Q2 | $2.78M | Buy |
55,976
+8,339
| +18% | +$415K | 0.93% | 29 |
|
|
2022
Q1 | $2.37M | Buy |
+47,637
| New | +$2.37M | 0.82% | 27 |
|
|
2021
Q4 | – | Sell |
-43,254
| Closed | -$2.17M | – | 98 |
|
|
2021
Q3 | $2.17M | Buy |
43,254
+2,817
| +7% | +$141K | 0.81% | 24 |
|
|
2021
Q2 | $2.03M | Buy |
40,437
+7,670
| +23% | +$385K | 0.8% | 27 |
|
|
2021
Q1 | $1.65M | Buy |
32,767
+8,553
| +35% | +$430K | 0.7% | 33 |
|
|
2020
Q4 | $1.22M | Buy |
24,214
+3,760
| +18% | +$189K | 0.56% | 35 |
|
|
2020
Q3 | $1.03M | Buy |
20,454
+2,418
| +13% | +$121K | 0.56% | 34 |
|
|
2020
Q2 | $905K | Buy |
18,036
+8,979
| +99% | +$451K | 0.53% | 34 |
|
|
2020
Q1 | $451K | Sell |
9,057
-8,297
| -48% | -$413K | 0.33% | 38 |
|
|
2019
Q4 | $869K | Buy |
+17,354
| New | +$869K | 0.56% | 30 |
|