Requisite Capital Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Requisite Capital 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
2022 Q1	–	Sell	-19,507	Closed	-$977K	–	91
2021 Q4	$977K	Hold	19,507	–	–	0.3%	34
2021 Q3	$979K	Hold	19,507	–	–	0.21%	35
2021 Q2	$979K	Hold	19,507	–	–	0.17%	36
2021 Q1	$980K	Hold	19,507	–	–	0.23%	23
2020 Q4	$980K	Sell	19,507 -50,950	-72%	-$2.56M	0.31%	24
2020 Q3	$3.54M	Sell	70,457 -10,078	-13%	-$506K	1.24%	14
2020 Q2	$4.04M	Sell	80,535 -315,578	-80%	-$15.8M	1.55%	15
2020 Q1	$19.7M	Buy	396,113 +93,892	+31%	+$4.7M	8.52%	5
2019 Q4	$15.1M	Sell	302,221 -53,461	-15%	-$2.68M	5.18%	7
2019 Q3	$17.8M	Buy	355,682 +133,783	+60%	+$6.71M	6.85%	5
2019 Q2	$11.1M	Sell	221,899 -46,679	-17%	-$2.34M	4.32%	6
2019 Q1	$13.4M	Sell	268,578 -12,660	-5%	-$633K	5.16%	4
2018 Q4	$14M	Buy	+281,238	New	+$14M	5.5%	4

Other funds holding MEAR

IWC

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

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

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Requisite Capital Management's MEAR Position: Q1 2022 in Review

Requisite Capital Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2022, closing a stake of 19,507 shares — an estimated $977K sold.

Requisite Capital Management first reported a position in MEAR in Q4 2018 and held it in 13 quarters. The position peaked at $19.7M in Q1 2020. 94 funds tracked by Wall St. Rank hold MEAR as of Q1 2022.

Requisite Capital Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
Requisite Capital Management sold 19,507 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2022, an estimated $977K.
Requisite Capital Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2018 and held it in 13 quarters.
Requisite Capital Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $19.7M in Q1 2020.
94 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2022.

Based on Requisite Capital Management's 13F filing for Q1 2022, filed 16 May 2022.