McDonald Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

McDonald Partners’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	-9,390	Closed	-$467K	–	263
2022 Q2	$467K	Hold	9,390	–	–	0.12%	185
2022 Q1	$467K	Buy	+9,390	New	+$469K	0.1%	206
2021 Q4	–	Sell	-9,950	Closed	-$499K	–	655
2021 Q3	$499K	Hold	9,950	–	–	0.12%	189
2021 Q2	$499K	Buy	9,950 +997	+11%	+$50.1K	0.12%	188
2021 Q1	$450K	Hold	8,953	–	–	0.12%	186
2020 Q4	$450K	Buy	+8,953	New	+$449K	0.13%	176

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 $20.5B AUM 24.45% 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 $1.8B AUM 19.39% 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 22.96% 1-Year Est. Return

McDonald Partners's MEAR Position: Q3 2022 in Review

McDonald Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2022, closing a stake of 9,390 shares — an estimated $467K sold.

McDonald Partners first reported a position in MEAR in Q4 2020 and held it in 6 quarters. The position peaked at $499K in Q3 2021. 106 funds tracked by Wall St. Rank hold MEAR as of Q3 2022.

McDonald Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
McDonald Partners sold 9,390 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2022, an estimated $467K.
McDonald Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 6 quarters.
McDonald Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $499K in Q3 2021.
106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.