Sutton Place Investors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Sutton Place Investors’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	-4,500	Closed	-$225K	–	71
2023 Q1	$225K	Sell	4,500 -500	-10%	-$24.9K	0.31%	54
2022 Q4	$249K	Hold	5,000	–	–	0.35%	54
2022 Q3	$248K	Sell	5,000 -40	-0.8%	-$1.99K	0.38%	53
2022 Q2	$251K	Sell	5,040 -530	-10%	-$26.3K	0.37%	55
2022 Q1	$277K	Sell	5,570 -854	-13%	-$42.6K	0.33%	60
2021 Q4	$322K	Buy	+6,424	New	+$322K	0.37%	61

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sutton Place Investors's MEAR Position: Q2 2023 in Review

Sutton Place Investors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2023, closing a stake of 4,500 shares — an estimated $225K sold.

Sutton Place Investors first reported a position in MEAR in Q4 2021 and held it in 6 quarters. The position peaked at $322K in Q4 2021. 106 funds tracked by Wall St. Rank hold MEAR as of Q2 2023.

Sutton Place Investors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
Sutton Place Investors sold 4,500 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2023, an estimated $225K.
Sutton Place Investors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2021 and held it in 6 quarters.
Sutton Place Investors's BlackRock Short Maturity Municipal Bond ETF position peaked at $322K in Q4 2021.
106 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2023.

Based on Sutton Place Investors's 13F filing for Q2 2023, filed 1 Aug 2023.