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

TrueWealth LLC’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
2019 Q1	–	Sell	-2,030	Closed	-$101K	–	751
2018 Q4	$101K	Buy	2,030 +10	+0.5%	+$499	0.05%	187
2018 Q3	$101K	Buy	2,020 +6	+0.3%	+$300	0.05%	196
2018 Q2	$101K	Buy	+2,014	New	+$100K	0.05%	193

Other funds holding MEAR

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

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

HJA

Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return

TrueWealth LLC's MEAR Position: Q1 2019 in Review

TrueWealth LLC sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2019, closing a stake of 2,030 shares — an estimated $101K sold.

TrueWealth LLC first reported a position in MEAR in Q2 2018 and held it in 3 quarters. The position peaked at $101K in Q4 2018. 57 funds tracked by Wall St. Rank hold MEAR as of Q1 2019.

TrueWealth LLC reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
TrueWealth LLC sold 2,030 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2019, an estimated $101K.
TrueWealth LLC first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2018 and held it in 3 quarters.
TrueWealth LLC's BlackRock Short Maturity Municipal Bond ETF position peaked at $101K in Q4 2018.
57 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.