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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

RWM

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

RCA

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

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Gries Financial's MEAR Position: Q3 2023 in Review

Gries Financial sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2023, closing a stake of 25,630 shares — an estimated $1.28M sold.

Gries Financial first reported a position in MEAR in Q1 2021 and held it in 8 quarters. The position peaked at $1.29M in Q1 2021. 114 funds tracked by Wall St. Rank hold MEAR as of Q3 2023.

Gries Financial reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Gries Financial sold 25,630 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2023, an estimated $1.28M.
Gries Financial first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2021 and held it in 8 quarters.
Gries Financial's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.29M in Q1 2021.
114 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2023.

Based on Gries Financial's 13F filing for Q3 2023, filed 15 Nov 2023.