Concourse Financial Group Securities’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Concourse Financial Group Securities’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
2023 Q1	–	Sell	-88	Closed	-$4.38K	–	2403
2022 Q4	$4.38K	Sell	88 -7	-7%	-$348	﹤0.01%	1888
2022 Q3	$5K	Sell	95 -162	-63%	-$8.06K	﹤0.01%	1648
2022 Q2	$13K	Buy	257 +189	+278%	+$9.39K	﹤0.01%	1582
2022 Q1	$3K	Sell	68 -36	-35%	-$1.8K	﹤0.01%	1964
2021 Q4	$5K	Sell	104 -10	-9%	-$501	﹤0.01%	2044
2021 Q3	$6K	Buy	114 +95	+500%	+$4.77K	﹤0.01%	2033
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	2296
2021 Q1	$1K	Sell	19 -3,659	-99%	-$184K	﹤0.01%	2261
2020 Q4	$185K	Buy	+3,678	New	+$185K	0.01%	653
2020 Q1	–	Sell	-884	Closed	-$44.2K	–	2247
2019 Q4	$44K	Buy	+884	New	+$44.3K	﹤0.01%	990

Other funds holding MEAR

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

RWM

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Concourse Financial Group Securities's MEAR Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2023, closing a stake of 88 shares — an estimated $4.38K sold.

Concourse Financial Group Securities first reported a position in MEAR in Q4 2019 and held it in 10 quarters. The position peaked at $185K in Q4 2020. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

Concourse Financial Group Securities reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 88 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $4.38K.
Concourse Financial Group Securities first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 10 quarters.
Concourse Financial Group Securities's BlackRock Short Maturity Municipal Bond ETF position peaked at $185K in Q4 2020.
105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.