Berman Capital Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$205K	Sell	4,097 -25,541	-86%	-$1.28M	0.03%	260
2021 Q2	$1.49M	Sell	29,638 -1,195	-4%	-$60K	0.24%	51
2021 Q1	$1.55M	Sell	30,833 -275	-0.9%	-$13.8K	0.32%	40
2020 Q4	$1.56M	Sell	31,108 -94	-0.3%	-$4.72K	0.37%	35
2020 Q3	$1.57M	Sell	31,202 -8,514	-21%	-$427K	0.44%	32
2020 Q2	$1.99M	Buy	+39,716	New	+$1.98M	0.52%	25
2018 Q4	–	Sell	-11,619	Closed	-$580K	–	1200
2018 Q3	$580K	Buy	11,619 +39	+0.3%	+$1.95K	0.24%	50
2018 Q2	$579K	Buy	11,580 +38	+0.3%	+$1.89K	0.2%	53
2018 Q1	$574K	Sell	11,542 -29,449	-72%	-$1.47M	0.22%	51
2017 Q4	$2.04M	Buy	+40,991	New	+$2.05M	0.68%	28

Other funds holding MEAR

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berman Capital Advisors's MEAR Position: Q3 2021 in Review

Berman Capital Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 86% in Q3 2021, selling an estimated $1.28M and leaving 4,097 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #260.

Berman Capital Advisors first reported a position in MEAR in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.04M in Q4 2017. 85 funds tracked by Wall St. Rank hold MEAR as of Q3 2021.

Berman Capital Advisors held 4,097 shares of BlackRock Short Maturity Municipal Bond ETF worth $205K as of Q3 2021.
Berman Capital Advisors sold 25,541 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2021, an estimated $1.28M.
BlackRock Short Maturity Municipal Bond ETF made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #260 holding.
Berman Capital Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2017 and has held it in 10 quarters since.
Berman Capital Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $2.04M in Q4 2017.
85 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.