Independence Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Independence Advisors’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
2020 Q3	$401K	Hold	7,995	–	–	0.09%	56
2020 Q2	$401K	Hold	7,995	–	–	0.09%	55
2020 Q1	$398K	Sell	7,995 -2,000	-20%	-$100K	0.11%	49
2019 Q4	$501K	Hold	9,995	–	–	0.12%	50
2019 Q3	$501K	Hold	9,995	–	–	0.12%	53
2019 Q2	$501K	Hold	9,995	–	–	0.13%	54
2019 Q1	$500K	Hold	9,995	–	–	0.14%	52
2018 Q4	$499K	Buy	+9,995	New	+$499K	0.17%	47

Other funds holding MEAR

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

RJFSA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Independence Advisors's MEAR Position: Q3 2020 in Review

Independence Advisors held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q3 2020 at 7,995 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #56.

Independence Advisors first reported a position in MEAR in Q4 2018 and has held it in 8 quarters since. The position peaked at $501K in Q4 2019. 82 funds tracked by Wall St. Rank hold MEAR as of Q3 2020.

Independence Advisors held 7,995 shares of BlackRock Short Maturity Municipal Bond ETF worth $401K as of Q3 2020.
Independence Advisors left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q3 2020.
BlackRock Short Maturity Municipal Bond ETF made up 0.09% of Independence Advisors's portfolio in Q3 2020, its #56 holding.
Independence Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2018 and has held it in 8 quarters since.
Independence Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $501K in Q4 2019.
82 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.