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

Gries Financial’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 Q3	–	Sell	-25,630	Closed	-$1.28M	–	182
2023 Q2	$1.28M	Hold	25,630	–	–	0.35%	76
2023 Q1	$1.28M	Hold	25,630	–	–	0.38%	74
2022 Q4	$1.27M	Hold	25,630	–	–	0.42%	73
2022 Q3	$1.27M	Buy	+25,630	New	+$1.28M	0.54%	56
2022 Q2	–	Sell	-25,630	Closed	-$1.27M	–	147
2022 Q1	$1.27M	Hold	25,630	–	–	0.47%	64
2021 Q4	$1.28M	Hold	25,630	–	–	0.52%	50
2021 Q3	$1.29M	Buy	+25,630	New	+$1.29M	0.4%	75
2021 Q2	–	Sell	-25,630	Closed	-$1.29M	–	174
2021 Q1	$1.29M	Buy	+25,630	New	+$1.29M	0.41%	70

Other funds holding MEAR

Bank of America

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return