Asset Dedication LLC’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Asset Dedication 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
2021 Q4	–	Sell	-153	Closed	-$8K	–	999
2021 Q3	$8K	Hold	153	–	–	﹤0.01%	733
2021 Q2	$8K	Hold	153	–	–	﹤0.01%	664
2021 Q1	$8K	Hold	153	–	–	﹤0.01%	524
2020 Q4	$8K	Hold	153	–	–	﹤0.01%	586
2020 Q3	$8K	Hold	153	–	–	﹤0.01%	552
2020 Q2	$8K	Hold	153	–	–	﹤0.01%	485
2020 Q1	$8K	Hold	153	–	–	﹤0.01%	482
2019 Q4	$8K	Buy	153 +1	+0.7%	+$50	﹤0.01%	488
2019 Q3	$8K	Buy	152 +1	+0.7%	+$50	﹤0.01%	470
2019 Q2	$8K	Buy	+151	New	+$7.56K	﹤0.01%	450

Other funds holding MEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Dedication LLC's MEAR Position: Q4 2021 in Review

Asset Dedication LLC sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2021, closing a stake of 153 shares — an estimated $8K sold.

Asset Dedication LLC first reported a position in MEAR in Q2 2019 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 95 funds tracked by Wall St. Rank hold MEAR as of Q4 2021.

Asset Dedication LLC reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2021 after selling out during the quarter.
Asset Dedication LLC sold 153 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2021, an estimated $8K.
Asset Dedication LLC first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2019 and held it in 10 quarters.
Asset Dedication LLC's BlackRock Short Maturity Municipal Bond ETF position peaked at $8K in Q3 2021.
95 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2021.

Based on Asset Dedication LLC's 13F filing for Q4 2021, filed 21 Jan 2022.