Private Ocean’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Private Ocean’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 Q2	–	Sell	-584	Closed	-$29K	–	563
2021 Q1	$29K	Buy	+584	New	+$29.3K	0.01%	321

Other funds holding MEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

RJFSA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCA

Karn Couzens & Associates Farmington, Connecticut $157M AUM 11.36% 1-Year Est. Return

Private Ocean's MEAR Position: Q2 2021 in Review

Private Ocean sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2021, closing a stake of 584 shares — an estimated $29K sold.

Private Ocean first reported a position in MEAR in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 86 funds tracked by Wall St. Rank hold MEAR as of Q2 2021.

Private Ocean reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2021 after selling out during the quarter.
Private Ocean sold 584 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2021, an estimated $29K.
Private Ocean first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2021 and held it in 1 quarter.
Private Ocean's BlackRock Short Maturity Municipal Bond ETF position peaked at $29K in Q1 2021.
86 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2021.

Based on Private Ocean's 13F filing for Q2 2021, filed 2 Aug 2021.