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

United Capital 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
2021
Q1 		– Sell
-7,517
Closed -$378K – 1220
2020
Q4 		$378K Sell
7,517
-9,379
-56% -$471K ﹤0.01% 928
2020
Q3 		$848K Hold
16,896
– – 0.01% 700
2020
Q2 		$847K Hold
16,896
– – 0.01% 714
2020
Q1 		$841K Sell
16,896
-77
-0.5% -$3.85K 0.01% 677
2019
Q4 		$850K Hold
16,973
– – 0.01% 829
2019
Q3 		$851K Buy
16,973
+550
+3% +$27.6K 0.01% 790
2019
Q2 		$823K Buy
16,423
+264
+2% +$13.2K 0.01% 875
2019
Q1 		$809K Buy
16,159
+373
+2% +$18.6K 0.01% 834
2018
Q4 		$788K Buy
15,786
+11,501
+268% +$574K 0.01% 776
2018
Q3 		$214K Sell
4,285
-954
-18% -$47.6K ﹤0.01% 1234
2018
Q2 		$262K Buy
5,239
+954
+22% +$47.5K ﹤0.01% 1134
2018
Q1 		$213K Hold
4,285
– – ﹤0.01% 1216
2017
Q4 		$213K Buy
+4,285
New +$214K ﹤0.01% 1221

Other funds holding MEAR

SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's MEAR Position: Q1 2021 in Review

United Capital Financial Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2021, closing a stake of 7,517 shares — an estimated $378K sold.

United Capital Financial Advisors first reported a position in MEAR in Q4 2017 and held it in 13 quarters. The position peaked at $851K in Q3 2019. 91 funds tracked by Wall St. Rank hold MEAR as of Q1 2021.

  • United Capital Financial Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 7,517 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2021, an estimated $378K.
  • United Capital Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2017 and held it in 13 quarters.
  • United Capital Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $851K in Q3 2019.
  • 91 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.