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Derby & Company’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Derby & Company’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
Q3 		$2.2M Buy
43,778
+16,302
+59% +$818K 0.44% 25
2021
Q2 		$1.38M Buy
27,476
+876
+3% +$44K 0.29% 35
2021
Q1 		$1.34M Buy
26,600
+13,463
+102% +$676K 0.3% 33
2020
Q4 		$660K Buy
+13,137
New +$659K 0.16% 40

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Derby & Company's MEAR Position: Q3 2021 in Review

Derby & Company increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 59% in Q3 2021, buying an estimated $818K and bringing the position to 43,778 shares worth $2.2M. The position accounts for 0.44% of the portfolio, ranked #25.

Derby & Company first reported a position in MEAR in Q4 2020 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold MEAR as of Q3 2021.

  • Derby & Company held 43,778 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.2M as of Q3 2021.
  • Derby & Company bought 16,302 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2021, an estimated $818K.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.44% of Derby & Company's portfolio in Q3 2021, its #25 holding.
  • Derby & Company first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.