Sugarloaf Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$50K	Hold	1,000	–	–	0.01%	294
2024 Q3	$50.3K	Hold	1,000	–	–	0.01%	306
2024 Q2	$50.1K	Hold	1,000	–	–	0.01%	294
2024 Q1	$50.1K	Hold	1,000	–	–	0.01%	291
2023 Q4	$50K	Hold	1,000	–	–	0.01%	289
2023 Q3	$49.8K	Hold	1,000	–	–	0.01%	288
2023 Q2	$49.9K	Hold	1,000	–	–	0.01%	290
2023 Q1	$50K	Hold	1,000	–	–	0.01%	292
2022 Q4	$49.7K	Hold	1,000	–	–	0.01%	286
2022 Q3	$50K	Hold	1,000	–	–	0.01%	285
2022 Q2	$50K	Sell	1,000 -131	-12%	-$6.51K	0.01%	284
2022 Q1	$56K	Hold	1,131	–	–	0.01%	270
2021 Q4	$57K	Hold	1,131	–	–	0.01%	275
2021 Q3	$57K	Hold	1,131	–	–	0.02%	250
2021 Q2	$57K	Buy	1,131 +1	+0.1%	+$50	0.02%	253
2021 Q1	$57	Sell	1,130 -5,504	-83%	-$276K	0.02%	255
2020 Q4	$333K	Sell	6,634 -10,000	-60%	-$502K	0.11%	82
2020 Q3	$835K	Buy	16,634 +14,843	+829%	+$745K	0.3%	50
2020 Q2	$90K	Buy	1,791 +791	+79%	+$39.5K	0.03%	172
2020 Q1	$50K	Hold	1,000	–	–	0.02%	224
2019 Q4	$50K	Buy	+1,000	New	+$50.1K	0.02%	246

Other funds holding MEAR

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's MEAR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its BlackRock Short Maturity Municipal Bond ETF (MEAR) position steady in Q4 2024 at 1,000 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #294.

Sugarloaf Wealth Management first reported a position in MEAR in Q4 2019 and has held it in 21 quarters since. The position peaked at $835K in Q3 2020. 160 funds tracked by Wall St. Rank hold MEAR as of Q4 2024.

Sugarloaf Wealth Management held 1,000 shares of BlackRock Short Maturity Municipal Bond ETF worth $50K as of Q4 2024.
Sugarloaf Wealth Management left its BlackRock Short Maturity Municipal Bond ETF share count unchanged in Q4 2024.
BlackRock Short Maturity Municipal Bond ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #294 holding.
Sugarloaf Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $835K in Q3 2020.
160 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.