BBR Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

BBR Partners’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
2019 Q3	–	Sell	-5,624	Closed	-$282K	–	140
2019 Q2	$282K	Hold	5,624	–	–	0.05%	99
2019 Q1	$281K	Hold	5,624	–	–	0.04%	116
2018 Q4	$281K	Hold	5,624	–	–	0.04%	120
2018 Q3	$281K	Hold	5,624	–	–	0.04%	94
2018 Q2	$281K	Hold	5,624	–	–	0.05%	80
2018 Q1	$280K	Buy	+5,624	New	+$280K	0.05%	74

Other funds holding MEAR

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BBR Partners's MEAR Position: Q3 2019 in Review

BBR Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2019, closing a stake of 5,624 shares — an estimated $282K sold.

BBR Partners first reported a position in MEAR in Q1 2018 and held it in 6 quarters. The position peaked at $282K in Q2 2019. 63 funds tracked by Wall St. Rank hold MEAR as of Q3 2019.

BBR Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
BBR Partners sold 5,624 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2019, an estimated $282K.
BBR Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2018 and held it in 6 quarters.
BBR Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $282K in Q2 2019.
63 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2019.

Based on BBR Partners's 13F filing for Q3 2019, filed 12 Nov 2019.