Sowell Financial Services’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-25,390	Closed	-$1.26M	–	811
2022 Q4	$1.26M	Buy	+25,390	New	+$1.26M	0.08%	274
2021 Q2	–	Sell	-5,846	Closed	-$293K	–	1834
2021 Q1	$293K	Hold	5,846	–	–	0.01%	857
2020 Q4	$294K	Hold	5,846	–	–	0.01%	704
2020 Q3	$293K	Sell	5,846 -187	-3%	-$9.39K	0.01%	625
2020 Q2	$303K	Buy	6,033 +4	+0.1%	+$200	0.02%	594
2020 Q1	$300K	Buy	6,029 +5,921	+5,482%	+$296K	0.02%	544
2019 Q4	$5K	Buy	+108	New	+$5.42K	﹤0.01%	1915

Other funds holding MEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's MEAR Position: Q1 2023 in Review

Sowell Financial Services sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2023, closing a stake of 25,390 shares — an estimated $1.26M sold.

Sowell Financial Services first reported a position in MEAR in Q4 2019 and held it in 7 quarters. The position peaked at $1.26M in Q4 2022. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

Sowell Financial Services reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 25,390 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $1.26M.
Sowell Financial Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 7 quarters.
Sowell Financial Services's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.26M in Q4 2022.
105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.