Carroll Financial Associates’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Carroll Financial Associates’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 Q4	$72K	Hold	1,450	–	–	﹤0.01%	617
2021 Q3	$72K	Hold	1,450	–	–	﹤0.01%	632
2021 Q2	$72K	Hold	1,450	–	–	﹤0.01%	684
2021 Q1	$72K	Hold	1,450	–	–	﹤0.01%	668
2020 Q4	$72K	Hold	1,450	–	–	﹤0.01%	597
2020 Q3	$72K	Hold	1,450	–	–	0.01%	552
2020 Q2	$72K	Hold	1,450	–	–	0.01%	556
2020 Q1	$72K	Hold	1,450	–	–	0.01%	495
2019 Q4	$72K	Hold	1,450	–	–	0.01%	575
2019 Q3	$72K	Hold	1,450	–	–	0.01%	563
2019 Q2	$72K	Hold	1,450	–	–	0.01%	555
2019 Q1	$72K	Hold	1,450	–	–	0.01%	498
2018 Q4	$72K	Hold	1,450	–	–	0.01%	438
2018 Q3	$72K	Hold	1,450	–	–	0.01%	447
2018 Q2	$72K	Hold	1,450	–	–	0.01%	444
2018 Q1	$72K	Hold	1,450	–	–	0.01%	435
2017 Q4	$72K	Hold	1,450	–	–	0.01%	426
2017 Q3	$72K	Hold	1,450	–	–	0.01%	423
2017 Q2	$72K	Hold	1,450	–	–	0.01%	424
2017 Q1	$72K	Hold	1,450	–	–	0.01%	419
2016 Q4	$72K	Hold	1,450	–	–	0.01%	405
2016 Q3	$72K	Hold	1,450	–	–	0.01%	401
2016 Q2	$72K	Buy	1,450 +450	+45%	+$22.6K	0.01%	387
2016 Q1	$50K	Buy	+1,000	New	+$50.1K	0.01%	429

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 $1.89B AUM 26.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

SSC

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carroll Financial Associates's MEAR Position: Q4 2021 in Review

Carroll Financial Associates held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q4 2021 at 1,450 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Carroll Financial Associates first reported a position in MEAR in Q1 2016 and has held it in 24 quarters since. 95 funds tracked by Wall St. Rank hold MEAR as of Q4 2021.

Carroll Financial Associates held 1,450 shares of BlackRock Short Maturity Municipal Bond ETF worth $72K as of Q4 2021.
Carroll Financial Associates left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q4 2021.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #617 holding.
Carroll Financial Associates first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2016 and has held it in 24 quarters since.
95 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.