BFEC
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Benjamin F. Edwards & Company’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$474K Buy
9,460
+269
+3% +$13.5K 0.01% 699
2024
Q1 		$461K Buy
9,191
+4,725
+106% +$237K 0.01% 671
2023
Q4 		$223K Buy
4,466
+218
+5% +$10.9K ﹤0.01% 852
2023
Q3 		$212K Buy
4,248
+1,750
+70% +$87.3K 0.01% 719
2023
Q2 		$125K Sell
2,498
-990
-28% -$49.3K ﹤0.01% 841
2023
Q1 		$174K Buy
3,488
+100
+3% +$4.98K 0.01% 757
2022
Q4 		$168K Buy
3,388
+1,243
+58% +$61.8K 0.01% 758
2022
Q3 		$106K Buy
2,145
+444
+26% +$22.1K 0.01% 844
2022
Q2 		$85K Buy
+1,701
New +$84.5K ﹤0.01% 916
2021
Q2 		– Sell
-88
Closed -$4K – 1734
2021
Q1 		$4K Sell
88
-1,741
-95% -$87.4K ﹤0.01% 1537
2020
Q4 		$92K Buy
+1,829
New +$91.8K 0.01% 807
2020
Q1 		– Sell
-4,627
Closed -$232K – 1814
2019
Q4 		$232K Hold
4,627
– – 0.02% 562
2019
Q3 		$232K Buy
4,627
+998
+28% +$50.1K 0.02% 531
2019
Q2 		$182K Buy
3,629
+944
+35% +$47.2K 0.02% 548
2019
Q1 		$134K Hold
2,685
– – 0.01% 597
2018
Q4 		$134K Buy
+2,685
New +$134K 0.01% 576

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin F. Edwards & Company's MEAR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 2.9% in Q2 2024, buying an estimated $13.5K and bringing the position to 9,460 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #699.

Benjamin F. Edwards & Company first reported a position in MEAR in Q4 2018 and has held it in 16 quarters since. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

  • Benjamin F. Edwards & Company held 9,460 shares of BlackRock Short Maturity Municipal Bond ETF worth $474K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 269 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $13.5K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #699 holding.
  • Benjamin F. Edwards & Company first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • 140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.