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 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 $1.84B AUM 13.16% 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

Stonehage Fleming Financial Services's MEAR Position: Q1 2023 in Review

Stonehage Fleming Financial Services sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2023, closing a stake of 9,966 shares — an estimated $501K sold.

Stonehage Fleming Financial Services first reported a position in MEAR in Q3 2019 and held it in 11 quarters. The position peaked at $501K in Q1 2021. 105 funds tracked by Wall St. Rank hold MEAR as of Q1 2023.

Stonehage Fleming Financial Services reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
Stonehage Fleming Financial Services sold 9,966 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2023, an estimated $501K.
Stonehage Fleming Financial Services first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q3 2019 and held it in 11 quarters.
Stonehage Fleming Financial Services's BlackRock Short Maturity Municipal Bond ETF position peaked at $501K in Q1 2021.
105 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2023.

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