Pine Harbor Wealth Management, LLC MEAR Holdings History
Pine Harbor Wealth Management, LLC's iShares Short Maturity Municipal Bond Active ETF Holding Summary
As of 2025-03-31, Pine Harbor Wealth Management, LLC held 182,345.00 shares of iShares Short Maturity Municipal Bond Active ETF(MEAR), totaling $9.16 Mil. This investment constitutes 3.67% of their stock portfolio, and Pine Harbor Wealth Management, LLC now holds 0.9% of the outstanding iShares Short Maturity Municipal Bond Active ETF(MEAR) stock.
The initial trade took place in 2023Q4. And since then Pine Harbor Wealth Management, LLC has made 4 purchases of MEAR, at an average price of $49.98, for a total of 201,828.00 shares. In addition, there have been 1 sales at an average price of $50.15 for 19,483.00 shares. Based on historical transaction data and MEAR's current price of $50.32, Pine Harbor Wealth Management, LLC's estimated gain on his MEAR holdings is $65,451.03, reflecting a 0.65% gain to date.
Pine Harbor Wealth Management, LLC MEAR ($50.32) Holding Chart
Pine Harbor Wealth Management, LLC MEAR ($50.32) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
