Foster & Motley’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Foster & Motley’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 Q2	–	Sell	-5,454	Closed	-$274K	–	323
2021 Q1	$274K	Sell	5,454 -120	-2%	-$6.03K	0.02%	270
2020 Q4	$280K	Sell	5,574 -58,092	-91%	-$2.92M	0.03%	258
2020 Q3	$3.19M	Buy	63,666 +56,785	+825%	+$2.85M	0.38%	75
2020 Q2	$345K	Buy	6,881 +1,548	+29%	+$77.3K	0.04%	216
2020 Q1	$265K	Sell	5,333 -295	-5%	-$14.8K	0.04%	221
2019 Q4	$282K	Buy	5,628 +856	+18%	+$42.9K	0.04%	227
2019 Q3	$239K	Sell	4,772 -1,050	-18%	-$52.7K	0.03%	232
2019 Q2	$292K	Sell	5,822 -7,036	-55%	-$352K	0.04%	215
2019 Q1	$644K	Sell	12,858 -6,359	-33%	-$318K	0.09%	161
2018 Q4	$960K	Buy	19,217 +4,970	+35%	+$248K	0.15%	129
2018 Q3	$712K	Buy	14,247 +18	+0.1%	+$899	0.11%	150
2018 Q2	$711K	Buy	+14,229	New	+$709K	0.11%	147

Other funds holding MEAR

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

KCM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCA

Karn Couzens & Associates Farmington, Connecticut $157M AUM 11.36% 1-Year Est. Return

Foster & Motley's MEAR Position: Q2 2021 in Review

Foster & Motley sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2021, closing a stake of 5,454 shares — an estimated $274K sold.

Foster & Motley first reported a position in MEAR in Q2 2018 and held it in 12 quarters. The position peaked at $3.19M in Q3 2020. 86 funds tracked by Wall St. Rank hold MEAR as of Q2 2021.

Foster & Motley reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Foster & Motley sold 5,454 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2021, an estimated $274K.
Foster & Motley first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2018 and held it in 12 quarters.
Foster & Motley's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.19M in Q3 2020.
86 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2021.

Based on Foster & Motley's 13F filing for Q2 2021, filed 20 Jul 2021.