EMAM
MEAR icon

Encompass More Asset Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Encompass More Asset Management’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
2024
Q1 		– Sell
-34,951
Closed -$1.75M – 111
2023
Q4 		$1.75M Buy
+34,951
New +$1.74M 1.96% 12

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Encompass More Asset Management's MEAR Position: Q1 2024 in Review

Encompass More Asset Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2024, closing a stake of 34,951 shares — an estimated $1.75M sold.

Encompass More Asset Management first reported a position in MEAR in Q4 2023 and held it in 1 quarter. The position peaked at $1.75M in Q4 2023. 133 funds tracked by Wall St. Rank hold MEAR as of Q1 2024.

  • Encompass More Asset Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 34,951 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2024, an estimated $1.75M.
  • Encompass More Asset Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Encompass More Asset Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.75M in Q4 2023.
  • 133 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2024.

Based on Encompass More Asset Management's 13F filing for Q1 2024, filed 10 May 2024.