Baker Avenue Asset Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Baker Avenue Asset Management’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 Q1	–	Sell	-7,269	Closed	-$361K	–	1703
2022 Q4	$361K	Sell	7,269 -146	-2%	-$7.26K	0.02%	276
2022 Q3	$368K	Hold	7,415	–	–	0.02%	265
2022 Q2	$369K	Buy	+7,415	New	+$368K	0.02%	247
2020 Q1	–	Sell	-7,900	Closed	-$395K	–	238
2019 Q4	$395K	Hold	7,900	–	–	0.03%	210
2019 Q3	$396K	Buy	+7,900	New	+$396K	0.03%	189

Other funds holding MEAR

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

KCM

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Baker Avenue Asset Management's MEAR Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2023, closing a stake of 7,269 shares — an estimated $361K sold.

Baker Avenue Asset Management first reported a position in MEAR in Q3 2019 and held it in 5 quarters. The position peaked at $396K in Q3 2019. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

Baker Avenue Asset Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 7,269 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $361K.
Baker Avenue Asset Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and held it in 5 quarters.
Baker Avenue Asset Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $396K in Q3 2019.
105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.