Kelly Financial Services’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-5,161	Closed	-$257K	–	711
2022 Q2	$257K	Buy	5,161 +577	+13%	+$28.7K	0.13%	73
2022 Q1	$228K	Buy	+4,584	New	+$229K	0.1%	74
2021 Q1	–	Sell	-110	Closed	-$5.53K	–	654
2020 Q4	$5.53K	Buy	+110	New	+$5.52K	﹤0.01%	355

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 $15.3B AUM 25.33% 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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kelly Financial Services's MEAR Position: Q3 2022 in Review

Kelly Financial Services sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2022, closing a stake of 5,161 shares — an estimated $257K sold.

Kelly Financial Services first reported a position in MEAR in Q4 2020 and held it in 3 quarters. The position peaked at $257K in Q2 2022. 106 funds tracked by Wall St. Rank hold MEAR as of Q3 2022.

Kelly Financial Services reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Kelly Financial Services sold 5,161 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2022, an estimated $257K.
Kelly Financial Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 3 quarters.
Kelly Financial Services's BlackRock Short Maturity Municipal Bond ETF position peaked at $257K in Q2 2022.
106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.