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

SFG Wealth 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
2024
Q3 		– Sell
-8,520
Closed -$427K – 95
2024
Q2 		$427K Buy
+8,520
New +$426K 0.24% 60

Other funds holding MEAR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG Wealth Management's MEAR Position: Q3 2024 in Review

SFG Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2024, closing a stake of 8,520 shares — an estimated $427K sold.

SFG Wealth Management first reported a position in MEAR in Q2 2024 and held it in 1 quarter. The position peaked at $427K in Q2 2024. 145 funds tracked by Wall St. Rank hold MEAR as of Q3 2024.

  • SFG Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • SFG Wealth Management sold 8,520 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2024, an estimated $427K.
  • SFG Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2024 and held it in 1 quarter.
  • SFG Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $427K in Q2 2024.
  • 145 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2024.

Based on SFG Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.