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Arden Trust’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Arden Trust’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
2024
Q2 		$2.91M Buy
58,085
+21,242
+58% +$1.06M 0.41% 45
2024
Q1 		$1.85M Buy
36,843
+1,828
+5% +$91.5K 0.26% 60
2023
Q4 		$1.75M Sell
35,015
-18,410
-34% -$918K 0.26% 60
2023
Q3 		$2.66M Buy
53,425
+15,587
+41% +$777K 0.44% 43
2023
Q2 		$1.89M Buy
+37,838
New +$1.88M 0.31% 54

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.9B AUM 14.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arden Trust's MEAR Position: Q2 2024 in Review

Arden Trust increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 58% in Q2 2024, buying an estimated $1.06M and bringing the position to 58,085 shares worth $2.91M. The position accounts for 0.41% of the portfolio, ranked #45.

Arden Trust first reported a position in MEAR in Q2 2023 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

  • Arden Trust held 58,085 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.91M as of Q2 2024.
  • Arden Trust bought 21,242 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $1.06M.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.41% of Arden Trust's portfolio in Q2 2024, its #45 holding.
  • Arden Trust first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.