TD Capital Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

TD Capital 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
2022 Q2	–	Sell	-12,644	Closed	-$629K	–	90
2022 Q1	$629K	Sell	12,644 -11,516	-48%	-$575K	0.08%	51
2021 Q4	$1.21M	Buy	24,160 +967	+4%	+$48.5K	0.14%	39
2021 Q3	$1.16M	Buy	23,193 +6,446	+38%	+$324K	0.14%	38
2021 Q2	$841K	Buy	16,747 +17	+0.1%	+$854	0.1%	39
2021 Q1	$841K	Sell	16,730 -485	-3%	-$24.4K	0.11%	39
2020 Q4	$865K	Sell	17,215 -2,465	-13%	-$124K	0.12%	34
2020 Q3	$988K	Sell	19,680 -6,186	-24%	-$311K	0.15%	33
2020 Q2	$1.3M	Sell	25,866 -4,084	-14%	-$204K	0.21%	31
2020 Q1	$1.49M	Buy	+29,950	New	+$1.5M	0.27%	28

Other funds holding MEAR

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $1.8B AUM 19.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TD Capital Management's MEAR Position: Q2 2022 in Review

TD Capital Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2022, closing a stake of 12,644 shares — an estimated $629K sold.

TD Capital Management first reported a position in MEAR in Q1 2020 and held it in 9 quarters. The position peaked at $1.49M in Q1 2020. 104 funds tracked by Wall St. Rank hold MEAR as of Q2 2022.

TD Capital Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
TD Capital Management sold 12,644 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2022, an estimated $629K.
TD Capital Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2020 and held it in 9 quarters.
TD Capital Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.49M in Q1 2020.
104 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2022.

Based on TD Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.