Raymond James Financial Services Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.19M	Sell	23,662 -30,175	-56%	-$1.52M	﹤0.01%	2050
2024 Q2	$2.7M	Buy	53,837 +1,492	+3%	+$74.7K	﹤0.01%	1500
2024 Q1	$2.62M	Buy	52,345 +13,030	+33%	+$652K	﹤0.01%	1497
2023 Q4	$1.97M	Sell	39,315 -13,738	-26%	-$685K	﹤0.01%	1587
2023 Q3	$2.64M	Buy	53,053 +15,856	+43%	+$791K	﹤0.01%	1346
2023 Q2	$1.86M	Buy	37,197 +30,393	+447%	+$1.51M	﹤0.01%	1547
2023 Q1	$340K	Sell	6,804 -32,378	-83%	-$1.61M	﹤0.01%	2567
2022 Q4	$1.95M	Buy	39,182 +34,031	+661%	+$1.69M	﹤0.01%	1454
2022 Q3	$256K	Buy	+5,151	New	+$256K	﹤0.01%	2675
2022 Q2	–	Sell	-5,023	Closed	-$250K	–	3357
2022 Q1	$250K	Sell	5,023 -698	-12%	-$34.8K	﹤0.01%	2842
2021 Q4	$287K	Sell	5,721 -216,796	-97%	-$10.9M	﹤0.01%	2748
2021 Q3	$11.2M	Buy	222,517 +3,896	+2%	+$196K	0.02%	624
2021 Q2	$11M	Buy	218,621 +3,096	+1%	+$155K	0.02%	637
2021 Q1	$10.8M	Buy	215,525 +130,948	+155%	+$6.58M	0.02%	595
2020 Q4	$4.25M	Buy	84,577 +4,652	+6%	+$234K	0.01%	905
2020 Q3	$4.01M	Sell	79,925 -6,464	-7%	-$325K	0.01%	850
2020 Q2	$4.33M	Buy	86,389 +13,759	+19%	+$687K	0.01%	763
2020 Q1	$3.62M	Buy	72,630 +5,803	+9%	+$290K	0.02%	629
2019 Q4	$3.35M	Buy	66,827 +16,077	+32%	+$806K	0.01%	899
2019 Q3	$2.54M	Sell	50,750 -441	-0.9%	-$22.1K	0.01%	988
2019 Q2	$2.57M	Buy	51,191 +10,435	+26%	+$522K	0.01%	968
2019 Q1	$2.04M	Buy	40,756 +1,927	+5%	+$96.3K	0.01%	1060
2018 Q4	$1.94M	Buy	38,829 +16,554	+74%	+$826K	0.01%	917
2018 Q3	$1.11M	Buy	+22,275	New	+$1.11M	0.01%	1400

Other funds holding MEAR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial Services Advisors's MEAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 56% in Q3 2024, selling an estimated $1.52M and leaving 23,662 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Raymond James Financial Services Advisors first reported a position in MEAR in Q3 2018 and has held it in 24 quarters since. The position peaked at $11.2M in Q3 2021. 145 funds tracked by Wall St. Rank hold MEAR as of Q3 2024.

Raymond James Financial Services Advisors held 23,662 shares of BlackRock Short Maturity Municipal Bond ETF worth $1.19M as of Q3 2024.
Raymond James Financial Services Advisors sold 30,175 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2024, an estimated $1.52M.
BlackRock Short Maturity Municipal Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2050 holding.
Raymond James Financial Services Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2018 and has held it in 24 quarters since.
Raymond James Financial Services Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $11.2M in Q3 2021.
145 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.