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

Perigon 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
2021
Q1 		– Sell
-2,287
Closed -$115K – 813
2020
Q4 		$115K Buy
+2,287
New +$115K 0.01% 513

Other funds holding MEAR

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's MEAR Position: Q1 2021 in Review

Perigon Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2021, closing a stake of 2,287 shares — an estimated $115K sold.

Perigon Wealth Management first reported a position in MEAR in Q4 2020 and held it in 1 quarter. The position peaked at $115K in Q4 2020. 91 funds tracked by Wall St. Rank hold MEAR as of Q1 2021.

  • Perigon Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,287 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2021, an estimated $115K.
  • Perigon Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $115K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.