Focus Financial Network’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Focus Financial Network’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
2023 Q2	–	Sell	-47,532	Closed	-$2.37M	–	602
2023 Q1	$2.37M	Sell	47,532 -1,509	-3%	-$75.2K	0.15%	130
2022 Q4	$2.44M	Buy	49,041 +1,218	+3%	+$60.5K	0.2%	102
2022 Q3	$2.37M	Buy	47,823 +2,395	+5%	+$119K	0.21%	98
2022 Q2	$2.26M	Buy	45,428 +5,446	+14%	+$271K	0.19%	101
2022 Q1	$1.99M	Buy	+39,982	New	+$2M	0.14%	128

Other funds holding MEAR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Financial Network's MEAR Position: Q2 2023 in Review

Focus Financial Network sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2023, closing a stake of 47,532 shares — an estimated $2.37M sold.

Focus Financial Network first reported a position in MEAR in Q1 2022 and held it in 5 quarters. The position peaked at $2.44M in Q4 2022. 106 funds tracked by Wall St. Rank hold MEAR as of Q2 2023.

Focus Financial Network reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Focus Financial Network sold 47,532 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2023, an estimated $2.37M.
Focus Financial Network first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2022 and held it in 5 quarters.
Focus Financial Network's BlackRock Short Maturity Municipal Bond ETF position peaked at $2.44M in Q4 2022.
106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.