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

ORG 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
2024
Q1 		– Sell
-1,499
Closed -$74.9K – 866
2023
Q4 		$74.9K Buy
+1,499
New +$74.7K 0.01% 451
2023
Q3 		– Sell
-3,491
Closed -$174K – 1514
2023
Q2 		$174K Buy
+3,491
New +$174K 0.03% 398

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

ORG Partners's MEAR Position: Q1 2024 in Review

ORG Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2024, closing a stake of 1,499 shares — an estimated $74.9K sold.

ORG Partners first reported a position in MEAR in Q2 2023 and held it in 2 quarters. The position peaked at $174K in Q2 2023. 133 funds tracked by Wall St. Rank hold MEAR as of Q1 2024.

  • ORG Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 1,499 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2024, an estimated $74.9K.
  • ORG Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $174K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.