Teamwork Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Teamwork Financial Advisors’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	–	Sell	-7,767	Closed	-$387K	–	214
2023 Q3	$387K	Sell	7,767 -2,150	-22%	-$107K	0.06%	143
2023 Q2	$495K	Sell	9,917 -17,965	-64%	-$895K	0.08%	127
2023 Q1	$1.39M	Buy	27,882 +9,075	+48%	+$452K	0.26%	66
2022 Q4	$935K	Buy	18,807 +3,007	+19%	+$149K	0.19%	81
2022 Q3	$784K	Buy	15,800 +9,200	+139%	+$458K	0.17%	87
2022 Q2	$328K	Buy	+6,600	New	+$328K	0.07%	165

Other funds holding MEAR

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

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Teamwork Financial Advisors's MEAR Position: Q4 2023 in Review

Teamwork Financial Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q4 2023, closing a stake of 7,767 shares — an estimated $387K sold.

Teamwork Financial Advisors first reported a position in MEAR in Q2 2022 and held it in 6 quarters. The position peaked at $1.39M in Q1 2023. 134 funds tracked by Wall St. Rank hold MEAR as of Q4 2023.

Teamwork Financial Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 7,767 BlackRock Short Maturity Municipal Bond ETF shares in Q4 2023, an estimated $387K.
Teamwork Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2022 and held it in 6 quarters.
Teamwork Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $1.39M in Q1 2023.
134 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q4 2023.

Based on Teamwork Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.