Matthew Hamilton Rosenberg’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Matthew Hamilton Rosenberg’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
2024 Q2	–	Sell	-313	Closed	-$15.6K	–	846
2024 Q1	$15.6K	Hold	313	–	–	﹤0.01%	568
2023 Q4	$15.6K	Hold	313	–	–	﹤0.01%	560
2023 Q3	$15.6K	Sell	313 -1,188	-79%	-$59.2K	0.01%	566
2023 Q2	$74.9K	Hold	1,501	–	–	0.03%	359
2023 Q1	$75K	Hold	1,501	–	–	0.02%	371
2022 Q4	$74.6K	Hold	1,501	–	–	0.03%	366
2022 Q3	$75K	Hold	1,501	–	–	0.03%	347
2022 Q2	$75K	Hold	1,501	–	–	0.03%	360
2022 Q1	$75K	Sell	1,501 -354	-19%	-$17.7K	0.03%	365
2021 Q4	$93K	Hold	1,855	–	–	0.03%	313
2021 Q3	$93K	Hold	1,855	–	–	0.04%	296
2021 Q2	$93K	Hold	1,855	–	–	0.05%	267
2021 Q1	$93K	Sell	1,855 -2,110	-53%	-$106K	0.05%	258
2020 Q4	$199K	Sell	3,965 -6,696	-63%	-$336K	0.12%	110
2020 Q3	$535K	Sell	10,661 -81	-0.8%	-$4.07K	0.39%	33
2020 Q2	$539K	Sell	10,742 -25,774	-71%	-$1.29M	0.43%	32
2020 Q1	$1.82M	Buy	+36,516	New	+$1.83M	1.81%	12

Other funds holding MEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

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

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

Matthew Hamilton Rosenberg's MEAR Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2024, closing a stake of 313 shares — an estimated $15.6K sold.

Matthew Hamilton Rosenberg first reported a position in MEAR in Q1 2020 and held it in 17 quarters. The position peaked at $1.82M in Q1 2020. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

Matthew Hamilton Rosenberg reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 313 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $15.6K.
Matthew Hamilton Rosenberg first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2020 and held it in 17 quarters.
Matthew Hamilton Rosenberg's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.82M in Q1 2020.
140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.