Heritage Wealth Management (Arizona)’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$8.05K	Buy	162 +81	+100%	+$4.03K	﹤0.01%	804
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	791
2022 Q2	$4.03K	Hold	81	–	–	﹤0.01%	798
2022 Q1	$4K	Buy	+81	New	+$4.04K	﹤0.01%	829
2021 Q3	$4K	Hold	81	–	–	﹤0.01%	759
2021 Q2	$4K	Hold	81	–	–	﹤0.01%	781
2021 Q1	$4K	Buy	+81	New	+$4.07K	﹤0.01%	665

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

KCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MEAR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 100% in Q4 2022, buying an estimated $4.03K and bringing the position to 162 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Heritage Wealth Management (Arizona) first reported a position in MEAR in Q1 2021 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold MEAR as of Q4 2022.

Heritage Wealth Management (Arizona) held 162 shares of BlackRock Short Maturity Municipal Bond ETF worth $8.05K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 81 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2022, an estimated $4.03K.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #804 holding.
Heritage Wealth Management (Arizona) first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2021 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.