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

JFS Wealth 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
2022 Q4	–	Sell	-1,632	Closed	-$81K	–	1979
2022 Q3	$81K	Hold	1,632	–	–	0.01%	305
2022 Q2	$81K	Hold	1,632	–	–	0.01%	318
2022 Q1	$81K	Hold	1,632	–	–	0.01%	333
2021 Q4	$82K	Hold	1,632	–	–	0.01%	345
2021 Q3	$82K	Buy	+1,632	New	+$81.9K	0.01%	346

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 $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

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 $1.8B AUM 19.39% 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

JFS Wealth Advisors's MEAR Position: Q4 2022 in Review

JFS Wealth Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2022, closing a stake of 1,632 shares — an estimated $81K sold.

JFS Wealth Advisors first reported a position in MEAR in Q3 2021 and held it in 5 quarters. The position peaked at $82K in Q4 2021. 111 funds tracked by Wall St. Rank hold MEAR as of Q4 2022.

JFS Wealth Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 1,632 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2022, an estimated $81K.
JFS Wealth Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2021 and held it in 5 quarters.
JFS Wealth Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $82K in Q4 2021.
111 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.