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Hirtle Callaghan & Co’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Hirtle Callaghan & Co’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
2024
Q1 		– Sell
-7,124
Closed -$356K – 104
2023
Q4 		$356K Buy
+7,124
New +$355K 0.02% 79

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Hirtle Callaghan & Co's MEAR Position: Q1 2024 in Review

Hirtle Callaghan & Co sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2024, closing a stake of 7,124 shares — an estimated $356K sold.

Hirtle Callaghan & Co first reported a position in MEAR in Q4 2023 and held it in 1 quarter. The position peaked at $356K in Q4 2023. 133 funds tracked by Wall St. Rank hold MEAR as of Q1 2024.

  • Hirtle Callaghan & Co reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 7,124 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2024, an estimated $356K.
  • Hirtle Callaghan & Co first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2023 and held it in 1 quarter.
  • Hirtle Callaghan & Co's BlackRock Short Maturity Municipal Bond ETF position peaked at $356K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2024, filed 10 May 2024.