Number of Shares
71,223.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
2.28%
Total Estimate Gain
$12,557.36
% of Total Estimate Gain
0.35%

Keystone Financial Group, Inc.'s iShares Short Maturity Municipal Bond Active ETF Holding Summary

As of 2025-06-30, Keystone Financial Group, Inc. held 71,223.00 shares of iShares Short Maturity Municipal Bond Active ETF(MEAR), totaling $3.58 Mil. This investment constitutes 2.28% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.31% of the outstanding iShares Short Maturity Municipal Bond Active ETF(MEAR) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 2 purchases of MEAR, at an average price of $50.12, for a total of 71,223.00 shares. Based on historical transaction data and MEAR's current price of $50.30, Keystone Financial Group, Inc.'s estimated gain on his MEAR holdings is $12,557.36, reflecting a 0.35% gain to date.

Keystone Financial Group, Inc. MEAR ($50.30) Holding Chart

Keystone Financial Group, Inc. MEAR ($50.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1