Ullmann Wealth Partners Group’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
2026 Q1	$21.9M	Sell	435,832 -9,713	-2%	-$490K	2.28%	12
2025 Q4	$22.5M	Sell	445,545 -6,444	-1%	-$325K	2.34%	11
2025 Q3	$22.8M	Buy	451,989 +19,844	+5%	+$1,000K	2.49%	9
2025 Q2	$21.7M	Buy	432,145 +66,265	+18%	+$3.32M	2.57%	10
2025 Q1	$18.4M	Buy	365,880 +18,252	+5%	+$915K	2.44%	10
2024 Q4	$17.4M	Buy	347,628 +9,965	+3%	+$500K	2.24%	10
2024 Q3	$17M	Buy	337,663 +15,505	+5%	+$779K	2.2%	11
2024 Q2	$16.2M	Buy	322,158 +2,675	+0.8%	+$134K	2.3%	11
2024 Q1	$16M	Sell	319,483 -3,338	-1%	-$167K	2.38%	11
2023 Q4	$16.1M	Buy	322,821 +102,246	+46%	+$5.1M	2.63%	12
2023 Q3	$11M	Buy	220,575 +167,917	+319%	+$8.37M	2.05%	12
2023 Q2	$2.63M	Buy	+52,658	New	+$2.62M	0.53%	30