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StrategIQ Financial Group’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

StrategIQ Financial Group’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 		$270K Buy
+5,400
New +$269K 0.03% 270

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

StrategIQ Financial Group's MEAR Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2023: 5,400 shares worth $270K. The stake represents 0.03% of the portfolio and ranks #270 among its holdings.

134 funds tracked by Wall St. Rank hold MEAR as of Q4 2023.

  • StrategIQ Financial Group held 5,400 shares of BlackRock Short Maturity Municipal Bond ETF worth $270K as of Q4 2023.
  • BlackRock Short Maturity Municipal Bond ETF was a new StrategIQ Financial Group position in Q4 2023.
  • BlackRock Short Maturity Municipal Bond ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #270 holding.
  • 134 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.