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Barber Financial Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Barber Financial Group’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 		$757K Buy
15,152
+1,778
+13% +$88.6K 0.13% 59
2022
Q4 		$665K Buy
13,374
+7,019
+110% +$349K 0.18% 59
2022
Q3 		$315K Buy
6,355
+872
+16% +$43.4K 0.09% 96
2022
Q2 		$273K Sell
5,483
-209
-4% -$10.4K 0.04% 118
2022
Q1 		$283K Sell
5,692
-1,351
-19% -$67.4K 0.04% 118
2021
Q4 		$353K Sell
7,043
-58
-0.8% -$2.91K 0.04% 118
2021
Q3 		$356K Buy
7,101
+2
+0% +$100 0.05% 109
2021
Q2 		$356K Sell
7,099
-312
-4% -$15.7K 0.05% 107
2021
Q1 		$372K Sell
7,411
-1,335
-15% -$67K 0.05% 93
2020
Q4 		$439K Buy
8,746
+2,940
+51% +$148K 0.08% 86
2020
Q3 		$291K Buy
5,806
+1,410
+32% +$70.8K 0.06% 103
2020
Q2 		$220K Buy
4,396
+109
+3% +$5.44K 0.05% 109
2020
Q1 		$213K Buy
+4,287
New +$215K 0.07% 99

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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Morgan Stanley
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barber Financial Group's MEAR Position: Q1 2023 in Review

Barber Financial Group increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 13% in Q1 2023, buying an estimated $88.6K and bringing the position to 15,152 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #59.

Barber Financial Group first reported a position in MEAR in Q1 2020 and has held it in 13 quarters since. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

  • Barber Financial Group held 15,152 shares of BlackRock Short Maturity Municipal Bond ETF worth $757K as of Q1 2023.
  • Barber Financial Group bought 1,778 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $88.6K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.13% of Barber Financial Group's portfolio in Q1 2023, its #59 holding.
  • Barber Financial Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2020 and has held it in 13 quarters since.
  • 105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.