WealthShield Partners’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-4,487	Closed	-$225K	–	526
2021 Q2	$225K	Sell	4,487 -398	-8%	-$20K	0.04%	244
2021 Q1	$245K	Sell	4,885 -4,127	-46%	-$207K	0.04%	233
2020 Q4	$452K	Buy	+9,012	New	+$452K	0.08%	184
2020 Q1	–	Sell	-1,495	Closed	-$75K	–	293
2019 Q4	$75K	Buy	1,495 +357	+31%	+$17.9K	0.04%	200
2019 Q3	$57K	Buy	1,138 +165	+17%	+$8.28K	0.03%	197
2019 Q2	$49K	Sell	973 -1,758	-64%	-$88K	0.03%	179
2019 Q1	$137K	Buy	+2,731	New	+$136K	0.08%	160

Other funds holding MEAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

SSC

Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthShield Partners's MEAR Position: Q3 2021 in Review

WealthShield Partners sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q3 2021, closing a stake of 4,487 shares — an estimated $225K sold.

WealthShield Partners first reported a position in MEAR in Q1 2019 and held it in 7 quarters. The position peaked at $452K in Q4 2020. 85 funds tracked by Wall St. Rank hold MEAR as of Q3 2021.

WealthShield Partners reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 4,487 BlackRock Short Maturity Municipal Bond ETF shares in Q3 2021, an estimated $225K.
WealthShield Partners first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q1 2019 and held it in 7 quarters.
WealthShield Partners's BlackRock Short Maturity Municipal Bond ETF position peaked at $452K in Q4 2020.
85 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.