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

Stonehage Fleming 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	-9,966	Closed	-$501K	–	186
2022 Q4	$501K	Buy	+9,966	New	+$495K	0.04%	73
2022 Q1	–	Sell	-3,768	Closed	-$188K	–	228
2021 Q4	$188K	Hold	3,768	–	–	0.01%	157
2021 Q3	$189K	Hold	3,768	–	–	0.01%	155
2021 Q2	$189K	Sell	3,768 -6,198	-62%	-$311K	0.01%	141
2021 Q1	$501K	Hold	9,966	–	–	0.02%	115
2020 Q4	$501K	Hold	9,966	–	–	0.02%	112
2020 Q3	$500K	Hold	9,966	–	–	0.02%	99
2020 Q2	$499K	Hold	9,966	–	–	0.03%	78
2020 Q1	$496K	Hold	9,966	–	–	0.02%	91
2019 Q4	$499K	Hold	9,966	–	–	0.02%	101
2019 Q3	$500K	Buy	+9,966	New	+$500K	0.02%	94

Other funds holding MEAR

Bank of America

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

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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HighTower Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return