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Atria Investments’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Atria Investments’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
Q2 		– Sell
-26,016
Closed -$1.3M – 865
2023
Q1 		$1.3M Buy
26,016
+627
+2% +$31.2K 0.02% 707
2022
Q4 		$1.26M Buy
25,389
+836
+3% +$41.6K 0.03% 670
2022
Q3 		$1.22M Buy
+24,553
New +$1.22M 0.03% 647

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments's MEAR Position: Q2 2023 in Review

Atria Investments sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2023, closing a stake of 26,016 shares — an estimated $1.3M sold.

Atria Investments first reported a position in MEAR in Q3 2022 and held it in 3 quarters. The position peaked at $1.3M in Q1 2023. 106 funds tracked by Wall St. Rank hold MEAR as of Q2 2023.

  • Atria Investments reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Atria Investments sold 26,016 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2023, an estimated $1.3M.
  • Atria Investments first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2022 and held it in 3 quarters.
  • Atria Investments's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.3M in Q1 2023.
  • 106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.