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TCWP’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

TCWP’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
2022
Q2 		– Sell
-45
Closed -$2K – 1134
2022
Q1 		$2K Buy
+45
New +$2.25K ﹤0.01% 1345

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 $15.3B AUM 25.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCWP's MEAR Position: Q2 2022 in Review

TCWP sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2022, closing a stake of 45 shares — an estimated $2K sold.

TCWP first reported a position in MEAR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 104 funds tracked by Wall St. Rank hold MEAR as of Q2 2022.

  • TCWP reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 45 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's BlackRock Short Maturity Municipal Bond ETF position peaked at $2K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.