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

Stewardship 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
2021 Q1	$41K	Sell	825 -398	-33%	-$20K	0.01%	75
2020 Q4	$61K	Hold	1,223	–	–	0.02%	74
2020 Q3	$61K	Hold	1,223	–	–	0.03%	64
2020 Q2	$61K	Hold	1,223	–	–	0.03%	58
2020 Q1	$61K	Hold	1,223	–	–	0.03%	48
2019 Q4	$61K	Hold	1,223	–	–	0.02%	69
2019 Q3	$61K	Hold	1,223	–	–	0.03%	57
2019 Q2	$61K	Hold	1,223	–	–	0.03%	57
2019 Q1	$61K	Sell	1,223 -500	-29%	-$25K	0.03%	56
2018 Q4	$86K	Sell	1,723 -2,302	-57%	-$115K	0.04%	48
2018 Q3	$201K	Buy	+4,025	New	+$201K	0.09%	51

Other funds holding MEAR

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stewardship Financial Advisors's MEAR Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 33% in Q1 2021, selling an estimated $20K and leaving 825 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #75.

Stewardship Financial Advisors first reported a position in MEAR in Q3 2018 and has held it in 11 quarters since. The position peaked at $201K in Q3 2018. 91 funds tracked by Wall St. Rank hold MEAR as of Q1 2021.

Stewardship Financial Advisors held 825 shares of BlackRock Short Maturity Municipal Bond ETF worth $41K as of Q1 2021.
Stewardship Financial Advisors sold 398 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2021, an estimated $20K.
BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #75 holding.
Stewardship Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2018 and has held it in 11 quarters since.
Stewardship Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $201K in Q3 2018.
91 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.