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Sovereign Financial Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Sovereign Financial Group’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
2023
Q3 		– Sell
-7,159
Closed -$357K – 244
2023
Q2 		$357K Sell
7,159
-100
-1% -$4.98K 0.12% 170
2023
Q1 		$363K Sell
7,259
-400
-5% -$19.9K 0.13% 153
2022
Q4 		$381K Sell
7,659
-794
-9% -$39.5K 0.15% 146
2022
Q3 		$420K Hold
8,453
– – 0.17% 119
2022
Q2 		$420K Sell
8,453
-34
-0.4% -$1.69K 0.17% 124
2022
Q1 		$422K Buy
8,487
+4,323
+104% +$216K 0.16% 138
2021
Q4 		$209K Sell
4,164
-246
-6% -$12.3K 0.08% 197
2021
Q3 		$221K Sell
4,410
-723
-14% -$36.3K 0.13% 153
2021
Q2 		$258K Hold
5,133
– – 0.16% 127
2021
Q1 		$258K Buy
+5,133
New +$258K 0.16% 126

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sovereign Financial Group's MEAR Position: Q3 2023 in Review

Sovereign Financial Group sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2023, closing a stake of 7,159 shares — an estimated $357K sold.

Sovereign Financial Group first reported a position in MEAR in Q1 2021 and held it in 10 quarters. The position peaked at $422K in Q1 2022. 114 funds tracked by Wall St. Rank hold MEAR as of Q3 2023.

  • Sovereign Financial Group reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 7,159 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2023, an estimated $357K.
  • Sovereign Financial Group first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2021 and held it in 10 quarters.
  • Sovereign Financial Group's BlackRock Short Maturity Municipal Bond ETF position peaked at $422K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2023.

Based on Sovereign Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.