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Strategic Financial Concepts’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-4,325
Closed -$216K – 262
2023
Q1 		$216K Buy
+4,325
New +$215K 0.09% 205

Other funds holding MEAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Concepts's MEAR Position: Q2 2023 in Review

Strategic Financial Concepts sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2023, closing a stake of 4,325 shares — an estimated $216K sold.

Strategic Financial Concepts first reported a position in MEAR in Q1 2023 and held it in 1 quarter. The position peaked at $216K in Q1 2023. 106 funds tracked by Wall St. Rank hold MEAR as of Q2 2023.

  • Strategic Financial Concepts reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 4,325 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2023, an estimated $216K.
  • Strategic Financial Concepts first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Strategic Financial Concepts's BlackRock Short Maturity Municipal Bond ETF position peaked at $216K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2023.

Based on Strategic Financial Concepts's 13F filing for Q2 2023, filed 7 Sep 2023.