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Brandywine Oak Private Wealth’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-3,989
Closed -$200K – 281
2020
Q4 		$200K Buy
+3,989
New +$200K 0.03% 264

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KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brandywine Oak Private Wealth's MEAR Position: Q1 2021 in Review

Brandywine Oak Private Wealth sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2021, closing a stake of 3,989 shares — an estimated $200K sold.

Brandywine Oak Private Wealth first reported a position in MEAR in Q4 2020 and held it in 1 quarter. The position peaked at $200K in Q4 2020. 91 funds tracked by Wall St. Rank hold MEAR as of Q1 2021.

  • Brandywine Oak Private Wealth reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 3,989 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2021, an estimated $200K.
  • Brandywine Oak Private Wealth first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's BlackRock Short Maturity Municipal Bond ETF position peaked at $200K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2021, filed 6 May 2021.