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

Jackson Financial Management’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
2019
Q4 		$2.5M Buy
50,000
+25,000
+100% +$1.25M 1.29% 23
2019
Q3 		$1.25M Buy
+25,000
New +$1.25M 0.76% 22

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PEA
Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jackson Financial Management's MEAR Position: Q4 2019 in Review

Jackson Financial Management increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 100% in Q4 2019, buying an estimated $1.25M and bringing the position to 50,000 shares worth $2.5M. The position accounts for 1.29% of the portfolio, ranked #23.

Jackson Financial Management first reported a position in MEAR in Q3 2019 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold MEAR as of Q4 2019.

  • Jackson Financial Management held 50,000 shares of BlackRock Short Maturity Municipal Bond ETF worth $2.5M as of Q4 2019.
  • Jackson Financial Management bought 25,000 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2019, an estimated $1.25M.
  • BlackRock Short Maturity Municipal Bond ETF made up 1.29% of Jackson Financial Management's portfolio in Q4 2019, its #23 holding.
  • Jackson Financial Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.