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

Walkner Condon 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
2020
Q2 		– Sell
-17,048
Closed -$848K – 66
2020
Q1 		$848K Sell
17,048
-949
-5% -$47.5K 0.91% 18
2019
Q4 		$902K Buy
+17,997
New +$902K 0.87% 22

Other funds holding MEAR

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
PEA
Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Walkner Condon Financial Advisors's MEAR Position: Q2 2020 in Review

Walkner Condon Financial Advisors sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q2 2020, closing a stake of 17,048 shares — an estimated $848K sold.

Walkner Condon Financial Advisors first reported a position in MEAR in Q4 2019 and held it in 2 quarters. The position peaked at $902K in Q4 2019. 74 funds tracked by Wall St. Rank hold MEAR as of Q2 2020.

  • Walkner Condon Financial Advisors reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 17,048 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2020, an estimated $848K.
  • Walkner Condon Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2019 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $902K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2020, filed 26 Aug 2020.