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ShoreHaven Wealth Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

ShoreHaven Wealth 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
2022
Q3 		– Sell
-6,664
Closed -$331K – 78
2022
Q2 		$331K Buy
+6,664
New +$331K 0.24% 59

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IWC
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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
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

ShoreHaven Wealth Partners's MEAR Position: Q3 2022 in Review

ShoreHaven Wealth Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2022, closing a stake of 6,664 shares — an estimated $331K sold.

ShoreHaven Wealth Partners first reported a position in MEAR in Q2 2022 and held it in 1 quarter. The position peaked at $331K in Q2 2022. 106 funds tracked by Wall St. Rank hold MEAR as of Q3 2022.

  • ShoreHaven Wealth Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 6,664 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2022, an estimated $331K.
  • ShoreHaven Wealth Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $331K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2022, filed 9 Nov 2022.