Patriot Financial Group Insurance Agency’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q2	–	Sell	-925	Closed	-$46K	–	1770
2020 Q1	$46K	Sell	925 -955	-51%	-$47.8K	0.02%	478
2019 Q4	$94K	Buy	1,880 +5	+0.3%	+$251	0.04%	352
2019 Q3	$94K	Sell	1,875 -68	-3%	-$3.41K	0.04%	324
2019 Q2	$97K	Sell	1,943 -702	-27%	-$35.1K	0.04%	318
2019 Q1	$132K	Buy	2,645 +645	+32%	+$32.2K	0.07%	224
2018 Q4	$100K	Buy	+2,000	New	+$99.8K	0.07%	210

Other funds holding MEAR

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MEAR Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2020, closing a stake of 925 shares — an estimated $46K sold.

Patriot Financial Group Insurance Agency first reported a position in MEAR in Q4 2018 and held it in 6 quarters. The position peaked at $132K in Q1 2019. 74 funds tracked by Wall St. Rank hold MEAR as of Q2 2020.

Patriot Financial Group Insurance Agency reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 925 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2020, an estimated $46K.
Patriot Financial Group Insurance Agency first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2018 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's BlackRock Short Maturity Municipal Bond ETF position peaked at $132K in Q1 2019.
74 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.