Tobias Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$83.5K	0.05%	94
2023 Q4	$299K	Sell	5,986 -72,331	-92%	-$3.61M	0.07%	76
2023 Q3	$3.9M	Sell	78,317 -1,878	-2%	-$93.6K	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%	+$520K	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%	+$838K	1.28%	24
2022 Q2	$2.78M	Buy	55,976 +8,339	+18%	+$414K	0.93%	29
2022 Q1	$2.37M	Buy	+47,637	New	+$2.38M	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%	+$448K	0.53%	34
2020 Q1	$451K	Sell	9,057 -8,297	-48%	-$415K	0.33%	38
2019 Q4	$869K	Buy	+17,354	New	+$870K	0.56%	30