Karn Couzens & Associates’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Karn Couzens & Associates’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 Q1	$3.73M	Buy	75,055 +7,862	+12%	+$392K	2.37%	10
2021 Q4	$3.37M	Sell	67,193 -20,300	-23%	-$1.02M	2.31%	9
2021 Q3	$4.39M	Sell	87,493 -2,081	-2%	-$104K	3.34%	8
2021 Q2	$4.5M	Buy	89,574 +5,221	+6%	+$262K	3.49%	8
2021 Q1	$4.24M	Buy	84,353 +11,000	+15%	+$552K	3.81%	7
2020 Q4	$3.69M	Buy	+73,353	New	+$3.68M	3.49%	8

Other funds holding MEAR

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Karn Couzens & Associates's MEAR Position: Q1 2022 in Review

Karn Couzens & Associates increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 12% in Q1 2022, buying an estimated $392K and bringing the position to 75,055 shares worth $3.73M. The position accounts for 2.37% of the portfolio, ranked #10.

Karn Couzens & Associates first reported a position in MEAR in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.5M in Q2 2021. 95 funds tracked by Wall St. Rank hold MEAR as of Q1 2022.

Karn Couzens & Associates held 75,055 shares of BlackRock Short Maturity Municipal Bond ETF worth $3.73M as of Q1 2022.
Karn Couzens & Associates bought 7,862 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2022, an estimated $392K.
BlackRock Short Maturity Municipal Bond ETF made up 2.37% of Karn Couzens & Associates's portfolio in Q1 2022, its #10 holding.
Karn Couzens & Associates first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.5M in Q2 2021.
95 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.