Ullmann Wealth Partners Group, LLC MEAR Holdings History
Ullmann Wealth Partners Group, LLC's iShares Short Maturity Municipal Bond Active ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 432,145.00 shares of iShares Short Maturity Municipal Bond Active ETF(MEAR), totaling $21.72 Mil. This investment constitutes 2.57% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 1.93% of the outstanding iShares Short Maturity Municipal Bond Active ETF(MEAR) stock.
The initial trade took place in 2023Q2. And since then Ullmann Wealth Partners Group, LLC has made 8 purchases of MEAR, at an average price of $49.89, for a total of 435,483.00 shares. In addition, there have been 1 sales at an average price of $50.06 for 3,338.00 shares. Based on historical transaction data and MEAR's current price of $50.27, Ullmann Wealth Partners Group, LLC's estimated gain on his MEAR holdings is $165,767.97, reflecting a 0.76% gain to date.
Ullmann Wealth Partners Group, LLC MEAR ($50.27) Holding Chart
Ullmann Wealth Partners Group, LLC MEAR ($50.27) 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 % | |||
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