Clarus Wealth Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-3,000	Closed	-$150K	–	400
2019 Q2	$150K	Hold	3,000	–	–	0.11%	142
2019 Q1	$150K	Hold	3,000	–	–	0.11%	140
2018 Q4	$150K	Hold	3,000	–	–	0.24%	120
2018 Q3	$150K	Buy	+3,000	New	+$150K	0.1%	169

Other funds holding MEAR

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clarus Wealth Advisors's MEAR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2019, closing a stake of 3,000 shares — an estimated $150K sold.

Clarus Wealth Advisors first reported a position in MEAR in Q3 2018 and held it in 4 quarters. The position peaked at $150K in Q2 2019. 63 funds tracked by Wall St. Rank hold MEAR as of Q3 2019.

Clarus Wealth Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,000 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2019, an estimated $150K.
Clarus Wealth Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2018 and held it in 4 quarters.
Clarus Wealth Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $150K in Q2 2019.
63 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.