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Pacific Edge Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Pacific Edge Advisors’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
2021
Q3 		$3.05M Buy
60,750
+2,800
+5% +$141K 1.48% 16
2021
Q2 		$2.91M Buy
57,950
+1,000
+2% +$50.2K 1.51% 15
2021
Q1 		$2.86M Buy
56,950
+4,500
+9% +$226K 1.38% 16
2020
Q4 		$2.63M Buy
52,450
+1,000
+2% +$50.2K 1.37% 16
2020
Q3 		$2.58M Sell
51,450
-10,500
-17% -$527K 1.49% 16
2020
Q2 		$3.11M Sell
61,950
-3,200
-5% -$160K 1.83% 15
2020
Q1 		$3.24M Buy
65,150
+3,300
+5% +$165K 2.32% 10
2019
Q4 		$3.1M Sell
61,850
-21,600
-26% -$1.08M 1.89% 13
2019
Q3 		$4.18M Sell
83,450
-6,000
-7% -$301K 2.73% 10
2019
Q2 		$4.49M Sell
89,450
-1,700
-2% -$85.1K 2.96% 10
2019
Q1 		$4.56M Buy
91,150
+19,330
+27% +$966K 2.76% 11
2018
Q4 		$3.59M Sell
71,820
-8,030
-10% -$401K 2.28% 14
2018
Q3 		$3.99M Buy
79,850
+42,300
+113% +$2.11M 2.2% 11
2018
Q2 		$1.88M Buy
37,550
+30,000
+397% +$1.49M 1.03% 13
2018
Q1 		$375K Sell
7,550
-17,450
-70% -$869K 0.23% 26
2017
Q4 		$1.25M Buy
+25,000
New +$1.25M 0.88% 13

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pacific Edge Advisors's MEAR Position: Q3 2021 in Review

Pacific Edge Advisors increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 4.8% in Q3 2021, buying an estimated $141K and bringing the position to 60,750 shares worth $3.05M. The position accounts for 1.48% of the portfolio, ranked #16.

Pacific Edge Advisors first reported a position in MEAR in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.56M in Q1 2019. 85 funds tracked by Wall St. Rank hold MEAR as of Q3 2021.

  • Pacific Edge Advisors held 60,750 shares of BlackRock Short Maturity Municipal Bond ETF worth $3.05M as of Q3 2021.
  • Pacific Edge Advisors bought 2,800 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2021, an estimated $141K.
  • BlackRock Short Maturity Municipal Bond ETF made up 1.48% of Pacific Edge Advisors's portfolio in Q3 2021, its #16 holding.
  • Pacific Edge Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2017 and has held it in 16 quarters since.
  • Pacific Edge Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $4.56M in Q1 2019.
  • 85 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.