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

Other funds holding MEAR

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

RWM

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

RCA

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Harbor Partners's MEAR Position: Q2 2024 in Review

Royal Harbor Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2024, closing a stake of 19,358 shares — an estimated $970K sold.

Royal Harbor Partners first reported a position in MEAR in Q4 2019 and held it in 7 quarters. The position peaked at $1.26M in Q2 2023. 140 funds tracked by Wall St. Rank hold MEAR as of Q2 2024.

Royal Harbor Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Royal Harbor Partners sold 19,358 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2024, an estimated $970K.
Royal Harbor Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 7 quarters.
Royal Harbor Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.26M in Q2 2023.
140 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2024.

Based on Royal Harbor Partners's 13F filing for Q2 2024, filed 31 Jul 2024.