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

Riverpoint Wealth Management Holdings’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 Q3	–	Sell	-26,840	Closed	-$1.35M	–	71
2021 Q2	$1.35M	Buy	26,840 +8,565	+47%	+$430K	0.37%	33
2021 Q1	$918K	Buy	18,275 +2,453	+16%	+$123K	0.28%	37
2020 Q4	$795K	Buy	15,822 +588	+4%	+$29.5K	0.25%	39
2020 Q3	$765K	Buy	15,234 +136	+0.9%	+$6.83K	0.28%	39
2020 Q2	$757K	Buy	15,098 +1,535	+11%	+$76.6K	0.3%	38
2020 Q1	$675K	Sell	13,563 -2,088	-13%	-$105K	0.33%	37
2019 Q4	$784K	Sell	15,651 -121	-0.8%	-$6.07K	0.31%	36
2019 Q3	$791K	Buy	15,772 +374	+2%	+$18.8K	0.35%	32
2019 Q2	$772K	Buy	15,398 +961	+7%	+$48.1K	0.35%	31
2019 Q1	$723K	Hold	14,437	–	–	0.35%	33
2018 Q4	$721K	Buy	14,437 +8,051	+126%	+$402K	0.4%	31
2018 Q3	$319K	Buy	+6,386	New	+$319K	0.16%	47

Other funds holding MEAR

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

KCM

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

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Riverpoint Wealth Management Holdings's MEAR Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2021, closing a stake of 26,840 shares — an estimated $1.35M sold.

Riverpoint Wealth Management Holdings first reported a position in MEAR in Q3 2018 and held it in 12 quarters. The position peaked at $1.35M in Q2 2021. 85 funds tracked by Wall St. Rank hold MEAR as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 26,840 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2021, an estimated $1.35M.
Riverpoint Wealth Management Holdings first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2018 and held it in 12 quarters.
Riverpoint Wealth Management Holdings's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.35M in Q2 2021.
85 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.