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Bernardo Wealth Planning’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Bernardo Wealth Planning’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
2022
Q3 		– Sell
-4,023
Closed -$200K – 90
2022
Q2 		$200K Buy
+4,023
New +$200K 0.11% 80

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return

Bernardo Wealth Planning's MEAR Position: Q3 2022 in Review

Bernardo Wealth Planning sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2022, closing a stake of 4,023 shares — an estimated $200K sold.

Bernardo Wealth Planning first reported a position in MEAR in Q2 2022 and held it in 1 quarter. The position peaked at $200K in Q2 2022. 106 funds tracked by Wall St. Rank hold MEAR as of Q3 2022.

  • Bernardo Wealth Planning reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bernardo Wealth Planning sold 4,023 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2022, an estimated $200K.
  • Bernardo Wealth Planning first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • Bernardo Wealth Planning's BlackRock Short Maturity Municipal Bond ETF position peaked at $200K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2022.

Based on Bernardo Wealth Planning's 13F filing for Q3 2022, filed 24 Oct 2022.