Royal Harbor Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Royal Harbor Partners’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 Q2	–	Sell	-19,358	Closed	-$970K	–	55
2024 Q1	$970K	Sell	19,358 -599	-3%	-$30K	0.42%	29
2023 Q4	$998K	Sell	19,957 -423	-2%	-$21.1K	0.46%	28
2023 Q3	$1.02M	Sell	20,380 -4,809	-19%	-$240K	0.53%	27
2023 Q2	$1.26M	Buy	25,189 +4,062	+19%	+$202K	0.62%	33
2023 Q1	$1.06M	Buy	21,127 +1,859	+10%	+$92.6K	0.57%	37
2022 Q4	$958K	Buy	+19,268	New	+$958K	0.59%	42
2020 Q1	–	Sell	-12,215	Closed	-$612K	–	80
2019 Q4	$612K	Buy	+12,215	New	+$612K	0.59%	35

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Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return