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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return