FinTrust Capital Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

FinTrust Capital Advisors’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 Q3	$1.73M	Buy	34,372 +18,385	+115%	+$923K	0.29%	81
2024 Q2	$802K	Buy	15,987 +1,234	+8%	+$61.8K	0.15%	129
2024 Q1	$739K	Buy	14,753 +1,480	+11%	+$74.1K	0.14%	136
2023 Q4	$664K	Sell	13,273 -2,279	-15%	-$114K	0.13%	145
2023 Q3	$775K	Buy	15,552 +10,144	+188%	+$506K	0.17%	125
2023 Q2	$269K	Hold	5,408	–	–	0.06%	225
2023 Q1	$269K	Hold	5,408	–	–	0.07%	222
2022 Q4	$269K	Buy	5,408 +3,795	+235%	+$189K	0.07%	222
2022 Q3	$80K	Sell	1,613 -500	-24%	-$24.9K	0.02%	421
2022 Q2	$105K	Buy	+2,113	New	+$105K	0.03%	380

Other funds holding MEAR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FinTrust Capital Advisors's MEAR Position: Q3 2024 in Review

FinTrust Capital Advisors increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 115% in Q3 2024, buying an estimated $923K and bringing the position to 34,372 shares worth $1.73M. The position accounts for 0.29% of the portfolio, ranked #81.

FinTrust Capital Advisors first reported a position in MEAR in Q2 2022 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold MEAR as of Q3 2024.

FinTrust Capital Advisors held 34,372 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.73M as of Q3 2024.
FinTrust Capital Advisors bought 18,385 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2024, an estimated $923K.
BlackRock Short Maturity Municipal Bond ETF made up 0.29% of FinTrust Capital Advisors's portfolio in Q3 2024, its #81 holding.
FinTrust Capital Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and has held it in 10 quarters since.
145 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.