Roble Belko & Company’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Roble Belko & Company’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 Q4	–	Sell	-13,526	Closed	-$671K	–	332
2022 Q3	$671K	Sell	13,526 -11,820	-47%	-$588K	0.16%	52
2022 Q2	$1.26M	Buy	25,346 +15,196	+150%	+$755K	0.29%	43
2022 Q1	$505K	Buy	10,150 +607	+6%	+$30.3K	0.1%	62
2021 Q4	$478K	Buy	9,543 +4,530	+90%	+$227K	0.09%	61
2021 Q3	$251K	Hold	5,013	–	–	0.05%	81
2021 Q2	$252K	Hold	5,013	–	–	0.06%	86
2021 Q1	$252K	Hold	5,013	–	–	0.06%	81
2020 Q4	$252K	Sell	5,013 -14	-0.3%	-$703	0.07%	77
2020 Q3	$252K	Hold	5,027	–	–	0.07%	78
2020 Q2	$252K	Buy	5,027 +4,217	+521%	+$211K	0.08%	80
2020 Q1	$40K	Buy	810 +14	+2%	+$701	0.01%	151
2019 Q4	$40K	Sell	796 -3,000	-79%	-$150K	0.01%	162
2019 Q3	$190K	Buy	+3,796	New	+$190K	0.06%	91

Other funds holding MEAR

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RWM

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

KCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Roble Belko & Company's MEAR Position: Q4 2022 in Review

Roble Belko & Company sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2022, closing a stake of 13,526 shares — an estimated $671K sold.

Roble Belko & Company first reported a position in MEAR in Q3 2019 and held it in 13 quarters. The position peaked at $1.26M in Q2 2022. 111 funds tracked by Wall St. Rank hold MEAR as of Q4 2022.

Roble Belko & Company reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2022 after selling out during the quarter.
Roble Belko & Company sold 13,526 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2022, an estimated $671K.
Roble Belko & Company first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and held it in 13 quarters.
Roble Belko & Company's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.26M in Q2 2022.
111 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2022.

Based on Roble Belko & Company's 13F filing for Q4 2022, filed 8 Feb 2023.