CWS
MEAR icon

Cypress Wealth Services’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Cypress Wealth Services’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
2020
Q2 		– Sell
-6,911
Closed -$344K – 283
2020
Q1 		$344K Sell
6,911
-1,686
-20% -$84.4K 0.1% 166
2019
Q4 		$431K Buy
8,597
+1,900
+28% +$95.3K 0.11% 149
2019
Q3 		$336K Buy
+6,697
New +$336K 0.09% 173

Other funds holding MEAR

SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
PEA
Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cypress Wealth Services's MEAR Position: Q2 2020 in Review

Cypress Wealth Services sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2020, closing a stake of 6,911 shares — an estimated $344K sold.

Cypress Wealth Services first reported a position in MEAR in Q3 2019 and held it in 3 quarters. The position peaked at $431K in Q4 2019. 74 funds tracked by Wall St. Rank hold MEAR as of Q2 2020.

  • Cypress Wealth Services reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 6,911 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2020, an estimated $344K.
  • Cypress Wealth Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and held it in 3 quarters.
  • Cypress Wealth Services's BlackRock Short Maturity Municipal Bond ETF position peaked at $431K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2020.

Based on Cypress Wealth Services's 13F filing for Q2 2020, filed 15 Jul 2020.