Source Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Source Financial Advisors’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	$9.13M	Buy	181,370 +47,335	+35%	+$2.38M	2.7%	8
2024 Q2	$6.72M	Buy	134,035 +16,673	+14%	+$834K	2.07%	12
2024 Q1	$5.88M	Buy	117,362 +31,817	+37%	+$1.59M	1.79%	13
2023 Q4	$4.28M	Buy	85,545 +28,229	+49%	+$1.41M	1.33%	16
2023 Q3	$2.85M	Sell	57,316 -3,271	-5%	-$163K	0.96%	24
2023 Q2	$3.02M	Sell	60,587 -12,477	-17%	-$621K	0.99%	22
2023 Q1	$3.65M	Buy	73,064 +36,179	+98%	+$1.8M	1.22%	17
2022 Q4	$1.83M	Buy	36,885 +31,858	+634%	+$1.58M	0.69%	33
2022 Q3	$250K	Buy	+5,027	New	+$250K	0.1%	98

Other funds holding MEAR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 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 $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

UWPG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Source Financial Advisors's MEAR Position: Q3 2024 in Review

Source Financial Advisors increased its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 35% in Q3 2024, buying an estimated $2.38M and bringing the position to 181,370 shares worth $9.13M. The position accounts for 2.7% of the portfolio, ranked #8.

Source Financial Advisors first reported a position in MEAR in Q3 2022 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold MEAR as of Q3 2024.

Source Financial Advisors held 181,370 shares of BlackRock Short Maturity Municipal Bond ETF worth $9.13M as of Q3 2024.
Source Financial Advisors bought 47,335 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2024, an estimated $2.38M.
BlackRock Short Maturity Municipal Bond ETF made up 2.7% of Source Financial Advisors's portfolio in Q3 2024, its #8 holding.
Source Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2022 and has held it in 9 quarters since.
145 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.