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

Personal Wealth 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
2020
Q4 		– Sell
-4,390
Closed -$220K – 71
2020
Q3 		$220K Hold
4,390
– – 0.12% 64
2020
Q2 		$220K Hold
4,390
– – 0.12% 58
2020
Q1 		$218K Hold
4,390
– – 0.13% 57
2019
Q4 		$220K Buy
+4,390
New +$220K 0.09% 61

Other funds holding MEAR

Envestnet Asset Management
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SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Personal Wealth Partners's MEAR Position: Q4 2020 in Review

Personal Wealth Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2020, closing a stake of 4,390 shares — an estimated $220K sold.

Personal Wealth Partners first reported a position in MEAR in Q4 2019 and held it in 4 quarters. The position peaked at $220K in Q3 2020. 102 funds tracked by Wall St. Rank hold MEAR as of Q4 2020.

  • Personal Wealth Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4,390 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2020, an estimated $220K.
  • Personal Wealth Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 4 quarters.
  • Personal Wealth Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $220K in Q3 2020.
  • 102 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2020.

Based on Personal Wealth Partners's 13F filing for Q4 2020, filed 8 Feb 2021.