Bridge Advisory’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Bridge Advisory’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 Q3	$241K	Sell	4,783 -7,974	-63%	-$400K	0.11%	89
2024 Q2	$640K	Sell	12,757 -7,003	-35%	-$350K	0.32%	65
2024 Q1	$990K	Buy	19,760 +6,773	+52%	+$339K	0.49%	53
2023 Q4	$649K	Sell	12,987 -19,130	-60%	-$954K	0.33%	68
2023 Q3	$1.6M	Buy	+32,117	New	+$1.6M	0.56%	52

Other funds holding MEAR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

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

Bridge Advisory's MEAR Position: Q3 2024 in Review

Bridge Advisory reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 63% in Q3 2024, selling an estimated $400K and leaving 4,783 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #89.

Bridge Advisory first reported a position in MEAR in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.6M in Q3 2023. 145 funds tracked by Wall St. Rank hold MEAR as of Q3 2024.

Bridge Advisory held 4,783 shares of BlackRock Short Maturity Municipal Bond ETF worth $241K as of Q3 2024.
Bridge Advisory sold 7,974 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2024, an estimated $400K.
BlackRock Short Maturity Municipal Bond ETF made up 0.11% of Bridge Advisory's portfolio in Q3 2024, its #89 holding.
Bridge Advisory first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2023 and has held it in 5 quarters since.
Bridge Advisory's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.6M in Q3 2023.
145 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.