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

Ladenburg Thalmann 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
2019 Q4	$1.14M	Buy	22,778 +6,300	+38%	+$316K	0.01%	1197
2019 Q3	$827K	Buy	16,478 +9,780	+146%	+$491K	0.01%	1375
2019 Q2	$336K	Buy	6,698 +950	+17%	+$47.5K	﹤0.01%	2056
2019 Q1	$288K	Sell	5,748 -6,711	-54%	-$335K	﹤0.01%	2121
2018 Q4	$622K	Buy	12,459 +6,492	+109%	+$324K	0.01%	1373
2018 Q3	$298K	Sell	5,967 -3,922	-40%	-$196K	﹤0.01%	2003
2018 Q2	$492K	Hold	9,889	–	–	﹤0.01%	1577
2018 Q1	$492K	Buy	9,889 +9,502	+2,455%	+$473K	﹤0.01%	1577
2017 Q4	$19K	Buy	387 +67	+21%	+$3.35K	﹤0.01%	3822
2017 Q3	$16K	Sell	320 -1,631	-84%	-$81.7K	﹤0.01%	3815
2017 Q2	$98K	Hold	1,951	–	–	﹤0.01%	2528
2017 Q1	$97K	Sell	1,951 -938	-32%	-$46.8K	﹤0.01%	2422
2016 Q4	$144K	Buy	+2,889	New	+$144K	﹤0.01%	2045
2016 Q3	–	Sell	-350	Closed	-$18K	–	4824
2016 Q2	$18K	Sell	350 -673	-66%	-$33.7K	﹤0.01%	3414
2016 Q1	$51K	Hold	1,023	–	–	﹤0.01%	2580
2015 Q4	$51K	Buy	+1,023	New	+$51.2K	﹤0.01%	2539

Other funds holding MEAR

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

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MEAR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 38% in Q4 2019, buying an estimated $316K and bringing the position to 22,778 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1197.

Ladenburg Thalmann Financial Services first reported a position in MEAR in Q4 2015 and has held it in 16 quarters since. 83 funds tracked by Wall St. Rank hold MEAR as of Q4 2019.

Ladenburg Thalmann Financial Services held 22,778 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.14M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 6,300 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2019, an estimated $316K.
BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1197 holding.
Ladenburg Thalmann Financial Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2015 and has held it in 16 quarters since.
83 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.