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Lake Point Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Lake Point Wealth 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
2020
Q1 		$4K Hold
72
– – ﹤0.01% 196
2019
Q4 		$4K Buy
+72
New +$3.61K ﹤0.01% 401

Other funds holding MEAR

RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Lake Point Wealth Management's MEAR Position: Q1 2020 in Review

Lake Point Wealth Management held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q1 2020 at 72 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Lake Point Wealth Management first reported a position in MEAR in Q4 2019 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold MEAR as of Q1 2020.

  • Lake Point Wealth Management held 72 shares of BlackRock Short Maturity Municipal Bond ETF worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q1 2020.
  • BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #196 holding.
  • Lake Point Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.