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

Modera 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
2023 Q2	–	Sell	-7,995	Closed	-$399K	–	570
2023 Q1	$399K	Hold	7,995	–	–	0.02%	243
2022 Q4	$398K	Sell	7,995 -58,700	-88%	-$2.92M	0.02%	239
2022 Q3	$3.31M	Hold	66,695	–	–	0.17%	67
2022 Q2	$3.32M	Buy	66,695 +58,700	+734%	+$2.92M	0.16%	71
2022 Q1	$398K	Hold	7,995	–	–	0.02%	238
2021 Q4	$401K	Hold	7,995	–	–	0.02%	329
2021 Q3	$401K	Hold	7,995	–	–	0.02%	170
2021 Q2	$401K	Hold	7,995	–	–	0.02%	162
2021 Q1	$402K	Hold	7,995	–	–	0.03%	155
2020 Q4	$402K	Buy	+7,995	New	+$401K	0.03%	151

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

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

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Modera Wealth Management's MEAR Position: Q2 2023 in Review

Modera Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2023, closing a stake of 7,995 shares — an estimated $399K sold.

Modera Wealth Management first reported a position in MEAR in Q4 2020 and held it in 10 quarters. The position peaked at $3.32M in Q2 2022. 106 funds tracked by Wall St. Rank hold MEAR as of Q2 2023.

Modera Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Modera Wealth Management sold 7,995 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2023, an estimated $399K.
Modera Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 10 quarters.
Modera Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $3.32M in Q2 2022.
106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2023.

Based on Modera Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.