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

SteelPeak Wealth’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
Q4 		– Sell
-4,200
Closed -$209K – 484
2023
Q3 		$209K Sell
4,200
-400
-9% -$19.9K 0.01% 376
2023
Q2 		$229K Hold
4,600
– – 0.01% 377
2023
Q1 		$230K Sell
4,600
-164
-3% -$8.17K 0.02% 334
2022
Q4 		$237K Sell
4,764
-5,300
-53% -$263K 0.02% 343
2022
Q3 		$500K Hold
10,064
– – 0.04% 247
2022
Q2 		$500K Sell
10,064
-1,700
-14% -$84.5K 0.04% 252
2022
Q1 		$585K Hold
11,764
– – 0.03% 260
2021
Q4 		$589K Sell
11,764
-2,400
-17% -$120K 0.03% 234
2021
Q3 		$711K Buy
14,164
+400
+3% +$20.1K 0.05% 204
2021
Q2 		$691K Sell
13,764
-1,000
-7% -$50.2K 0.05% 230
2021
Q1 		$742K Sell
14,764
-43,989
-75% -$2.21M 0.06% 187
2020
Q4 		$2.95M Buy
58,753
+811
+1% +$40.7K 0.27% 80
2020
Q3 		$2.91M Buy
57,942
+11,910
+26% +$598K 0.31% 72
2020
Q2 		$2.31M Buy
46,032
+13,206
+40% +$659K 0.29% 77
2020
Q1 		$1.63M Buy
32,826
+1,592
+5% +$79.7K 0.26% 82
2019
Q4 		$1.56M Buy
+31,234
New +$1.57M 0.22% 94

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 $20.5B AUM 24.45% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PDL
Portfolio Design Labs Encino, California $610M AUM 34.52% 1-Year Est. Return

SteelPeak Wealth's MEAR Position: Q4 2023 in Review

SteelPeak Wealth sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2023, closing a stake of 4,200 shares — an estimated $209K sold.

SteelPeak Wealth first reported a position in MEAR in Q4 2019 and held it in 16 quarters. The position peaked at $2.95M in Q4 2020. 134 funds tracked by Wall St. Rank hold MEAR as of Q4 2023.

  • SteelPeak Wealth reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 4,200 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2023, an estimated $209K.
  • SteelPeak Wealth first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 16 quarters.
  • SteelPeak Wealth's BlackRock Short Maturity Municipal Bond ETF position peaked at $2.95M in Q4 2020.
  • 134 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.