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Evensky & Katz’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Evensky & Katz’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
Q4 		– Sell
-14,660
Closed -$735K – 106
2019
Q3 		$735K Sell
14,660
-1,138
-7% -$57.1K 0.1% 58
2019
Q2 		$792K Sell
15,798
-1,126
-7% -$56.4K 0.11% 56
2019
Q1 		$847K Buy
+16,924
New +$846K 0.12% 55

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Evensky & Katz's MEAR Position: Q4 2019 in Review

Evensky & Katz sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2019, closing a stake of 14,660 shares — an estimated $735K sold.

Evensky & Katz first reported a position in MEAR in Q1 2019 and held it in 3 quarters. The position peaked at $847K in Q1 2019. 83 funds tracked by Wall St. Rank hold MEAR as of Q4 2019.

  • Evensky & Katz reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Evensky & Katz sold 14,660 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2019, an estimated $735K.
  • Evensky & Katz first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2019 and held it in 3 quarters.
  • Evensky & Katz's BlackRock Short Maturity Municipal Bond ETF position peaked at $847K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2019.

Based on Evensky & Katz's 13F filing for Q4 2019, filed 13 Feb 2020.