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Alpha Financial Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Alpha Financial Partners’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
2023
Q4 		– Sell
-9,651
Closed -$481K – 85
2023
Q3 		$481K Buy
+9,651
New +$481K 0.56% 32

Other funds holding MEAR

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IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PDL
Portfolio Design Labs Encino, California $610M AUM 34.52% 1-Year Est. Return

Alpha Financial Partners's MEAR Position: Q4 2023 in Review

Alpha Financial Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2023, closing a stake of 9,651 shares — an estimated $481K sold.

Alpha Financial Partners first reported a position in MEAR in Q3 2023 and held it in 1 quarter. The position peaked at $481K in Q3 2023. 134 funds tracked by Wall St. Rank hold MEAR as of Q4 2023.

  • Alpha Financial Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Alpha Financial Partners sold 9,651 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2023, an estimated $481K.
  • Alpha Financial Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
  • Alpha Financial Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $481K in Q3 2023.
  • 134 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2023.

Based on Alpha Financial Partners's 13F filing for Q4 2023, filed 29 Jan 2024.