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	0.09%	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 $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return