5L
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55I LLC’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

55I LLC’s Portfolio MEAR Stock Details MEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-34,244
Closed -$1.7M – 630
2022
Q1 		$1.7M Sell
34,244
-9,511
-22% -$475K 0.04% 201
2021
Q4 		$2.19M Buy
43,755
+17,103
+64% +$857K 0.06% 173
2021
Q3 		$1.34M Buy
26,652
+7,414
+39% +$372K 0.04% 201
2021
Q2 		$966K Buy
19,238
+2,791
+17% +$140K 0.03% 189
2021
Q1 		$826K Sell
16,447
-34,224
-68% -$1.72M 0.04% 180
2020
Q4 		$2.54M Buy
+50,671
New +$2.54M 0.19% 76

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return